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 | $18,275 | $54,762-66.6% | $90,281-79.8% | $72,985-75.0% |
| Participation rate | 22.4% | 65.1%-42.7pp | 73.3%-50.8pp | 69.5%-47.0pp |
| Annual return | 6.00% | 30.63%-24.6pp | 78.10%-72.1pp | 81.00%-75.0pp |
| Employer contribution / active EE | $228 | $2,092-89.1% | $2,854-92.0% | $2,440-90.7% |
| Participant deferral / active EE | $1,058 | $2,887-63.4% | $3,885-72.8% | $3,607-70.7% |
| Admin fee / account holder | $2,518 | $3,972-36.6% | $5,351-52.9% | $5,124-50.9% |