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 | $22,405 | $73,933-69.7% | $96,683-76.8% | $75,163-70.2% |
| Participation rate | 40.0% | 66.4%-26.4pp | 74.3%-34.3pp | 67.2%-27.2pp |
| Annual return | 10.34% | 26.70%-16.4pp | 35.69%-25.4pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,125 | $2,928-61.6% | $3,737-69.9% | $2,670-57.9% |
| Participant deferral / active EE | $1,966 | $3,659-46.3% | $4,878-59.7% | $4,125-52.3% |
| Admin fee / account holder | $1,186 | $5,216-77.3% | $6,730-82.4% | $5,651-79.0% |