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 | $11,217 | $43,327-74.1% | $59,878-81.3% | $64,186-82.5% |
| Participation rate | 63.9% | 69.2%-5.3pp | 74.7%-10.8pp | 69.6%-5.7pp |
| Annual return | -7.24% | -1.55%-5.7pp | 3.46%-10.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $810 | $2,028-60.1% | $2,722-70.2% | $2,381-66.0% |
| Participant deferral / active EE | $2,111 | $2,546-17.1% | $3,402-38.0% | $3,470-39.2% |
| Admin fee / account holder | $533 | $3,005-82.3% | $3,590-85.1% | $4,888-89.1% |