See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,000 | $80,717-69.0% | $154,803-83.9% | $84,808-70.5% |
| Participation rate | 40.6% | 66.8%-26.2pp | 78.1%-37.5pp | 68.3%-27.7pp |
| Annual return | 11.82% | 37.96%-26.1pp | 58.88%-47.1pp | 40.90%-29.1pp |
| Employer contribution / active EE | $829 | $2,761-70.0% | $4,305-80.8% | $2,631-68.5% |
| Participant deferral / active EE | $1,455 | $3,303-56.0% | $5,540-73.7% | $4,212-65.5% |
| Admin fee / account holder | $2,357 | $6,746-65.1% | $14,329-83.5% | $7,344-67.9% |