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 | $22,509 | $45,035-50.0% | $62,995-64.3% | $70,131-67.9% |
| Participation rate | 54.4% | 69.5%-15.1pp | 74.8%-20.4pp | 69.5%-15.1pp |
| Annual return | 7.04% | 18.76%-11.7pp | 87.57%-80.5pp | 73.14%-66.1pp |
| Employer contribution / active EE | $820 | $2,051-60.0% | $2,759-70.3% | $2,342-65.0% |
| Participant deferral / active EE | $966 | $2,465-60.8% | $3,329-71.0% | $3,332-71.0% |
| Admin fee / account holder | $1,237 | $2,834-56.3% | $3,600-65.6% | $4,645-73.4% |