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 6-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 | $13,667 | $80,717-83.1% | $154,803-91.2% | $84,808-83.9% |
| Participation rate | 65.4% | 66.8%-1.4pp | 78.1%-12.7pp | 68.3%-2.9pp |
| Annual return | 10.67% | 37.96%-27.3pp | 58.88%-48.2pp | 40.90%-30.2pp |
| Employer contribution / active EE | $758 | $2,761-72.6% | $4,305-82.4% | $2,631-71.2% |
| Participant deferral / active EE | $1,510 | $3,303-54.3% | $5,540-72.7% | $4,212-64.1% |
| Admin fee / account holder | $2,936 | $6,746-56.5% | $14,329-79.5% | $7,344-60.0% |