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 5-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 | $17,315 | $64,480-73.1% | $81,382-78.7% | $80,856-78.6% |
| Participation rate | 60.6% | 63.9%-3.3pp | 69.5%-8.9pp | 67.6%-7.0pp |
| Annual return | 9.64% | 16.34%-6.7pp | 24.73%-15.1pp | 35.59%-25.9pp |
| Employer contribution / active EE | $860 | $1,978-56.5% | $2,463-65.1% | $2,755-68.8% |
| Participant deferral / active EE | $2,555 | $3,094-17.4% | $3,883-34.2% | $4,296-40.5% |
| Admin fee / account holder | $1,152 | $5,671-79.7% | $5,768-80.0% | $6,918-83.4% |