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 | $27,105 | $54,705-50.5% | $71,209-61.9% | $84,808-68.0% |
| Participation rate | 64.3% | 64.1%+0.2pp | 73.8%-9.5pp | 68.3%-4.0pp |
| Annual return | 11.77% | 35.90%-24.1pp | 282.51%-270.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $568 | $2,158-73.7% | $2,721-79.1% | $2,631-78.4% |
| Participant deferral / active EE | $1,993 | $3,030-34.2% | $4,175-52.3% | $4,212-52.7% |
| Admin fee / account holder | $975 | $4,863-80.0% | $5,349-81.8% | $7,344-86.7% |