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 | $15,256 | $57,016-73.2% | $84,966-82.0% | $80,856-81.1% |
| Participation rate | 30.0% | 56.3%-26.3pp | 67.5%-37.5pp | 67.6%-37.6pp |
| Annual return | 0.25% | 21.66%-21.4pp | 66.38%-66.1pp | 35.59%-35.3pp |
| Employer contribution / active EE | $529 | $1,798-70.5% | $2,727-80.6% | $2,755-80.8% |
| Participant deferral / active EE | $1,025 | $3,110-67.0% | $4,519-77.3% | $4,296-76.1% |
| Admin fee / account holder | $1,952 | $4,980-60.8% | $6,149-68.3% | $6,918-71.8% |