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 | $21,087 | $53,822-60.8% | $75,696-72.1% | $85,850-75.4% |
| Participation rate | 63.8% | 69.1%-5.2pp | 74.8%-11.0pp | 69.3%-5.5pp |
| Annual return | 11.36% | 24.54%-13.2pp | 104.53%-93.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $660 | $2,017-67.3% | $2,743-75.9% | $2,565-74.3% |
| Participant deferral / active EE | $977 | $2,895-66.3% | $3,821-74.4% | $3,952-75.3% |
| Admin fee / account holder | $657 | $3,343-80.3% | $3,619-81.8% | $6,260-89.5% |