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 | $27,996 | $89,355-68.7% | $141,162-80.2% | $72,985-61.6% |
| Participation rate | 51.4% | 75.1%-23.7pp | 82.5%-31.0pp | 69.5%-18.1pp |
| Annual return | 15.98% | 111.85%-95.9pp | 71.39%-55.4pp | 81.00%-65.0pp |
| Employer contribution / active EE | $1,048 | $3,114-66.4% | $4,735-77.9% | $2,440-57.1% |
| Participant deferral / active EE | $2,676 | $5,418-50.6% | $6,709-60.1% | $3,607-25.8% |
| Admin fee / account holder | $4,594 | $5,958-22.9% | $10,261-55.2% | $5,124-10.4% |