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 | $21,217 | $91,190-76.7% | $178,490-88.1% | $79,858-73.4% |
| Participation rate | 25.0% | 69.2%-44.2pp | 81.9%-56.9pp | 69.6%-44.6pp |
| Annual return | 7.90% | 24.19%-16.3pp | 151.07%-143.2pp | 31.71%-23.8pp |
| Employer contribution / active EE | $810 | $3,256-75.1% | $5,011-83.8% | $2,471-67.2% |
| Participant deferral / active EE | $938 | $3,236-71.0% | $5,202-82.0% | $3,740-74.9% |
| Admin fee / account holder | $3,726 | $6,751-44.8% | $13,984-73.4% | $5,306-29.8% |