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 6-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 | $10,806 | $81,248-86.7% | $155,509-93.1% | $80,856-86.6% |
| Participation rate | 68.8% | 66.2%+2.5pp | 78.2%-9.4pp | 67.6%+1.1pp |
| Annual return | 8.38% | 33.31%-24.9pp | 64.67%-56.3pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,900 | $3,100-38.7% | $4,672-59.3% | $2,755-31.0% |
| Participant deferral / active EE | $2,215 | $3,452-35.8% | $5,626-60.6% | $4,296-48.4% |
| Admin fee / account holder | $2,510 | $7,997-68.6% | $15,912-84.2% | $6,918-63.7% |