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 | $11,234 | $77,899-85.6% | $149,673-92.5% | $75,163-85.1% |
| Participation rate | 53.1% | 65.6%-12.5pp | 78.8%-25.6pp | 67.2%-14.1pp |
| Annual return | 10.62% | 31.72%-21.1pp | 134.42%-123.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $746 | $3,137-76.2% | $4,818-84.5% | $2,670-72.1% |
| Participant deferral / active EE | $1,851 | $3,411-45.7% | $5,680-67.4% | $4,125-55.1% |
| Admin fee / account holder | $1,351 | $5,956-77.3% | $13,210-89.8% | $5,651-76.1% |