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 | $19,029 | $91,190-79.1% | $178,490-89.3% | $79,858-76.2% |
| Participation rate | 51.6% | 69.2%-17.6pp | 81.9%-30.3pp | 69.6%-18.0pp |
| Annual return | 7.06% | 24.19%-17.1pp | 151.07%-144.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $590 | $3,256-81.9% | $5,011-88.2% | $2,471-76.1% |
| Participant deferral / active EE | $1,318 | $3,236-59.3% | $5,202-74.7% | $3,740-64.8% |
| Admin fee / account holder | $1,240 | $6,751-81.6% | $13,984-91.1% | $5,306-76.6% |