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 | $19,468 | $81,248-76.0% | $155,509-87.5% | $80,856-75.9% |
| Participation rate | 36.5% | 66.2%-29.7pp | 78.2%-41.7pp | 67.6%-31.1pp |
| Annual return | 10.37% | 33.31%-22.9pp | 64.67%-54.3pp | 35.59%-25.2pp |
| Employer contribution / active EE | $625 | $3,100-79.9% | $4,672-86.6% | $2,755-77.3% |
| Participant deferral / active EE | $1,385 | $3,452-59.9% | $5,626-75.4% | $4,296-67.8% |
| Admin fee / account holder | $660 | $7,997-91.7% | $15,912-95.9% | $6,918-90.5% |