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 | $20,347 | $80,717-74.8% | $154,803-86.9% | $84,808-76.0% |
| Participation rate | 39.0% | 66.8%-27.8pp | 78.1%-39.1pp | 68.3%-29.3pp |
| Annual return | 9.06% | 37.96%-28.9pp | 58.88%-49.8pp | 40.90%-31.8pp |
| Employer contribution / active EE | $1,539 | $2,761-44.3% | $4,305-64.3% | $2,631-41.5% |
| Participant deferral / active EE | $1,734 | $3,303-47.5% | $5,540-68.7% | $4,212-58.8% |
| Admin fee / account holder | $11,175 | $6,746+65.7% | $14,329-22.0% | $7,344+52.2% |