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 | $28,750 | $67,606-57.5% | $82,313-65.1% | $70,131-59.0% |
| Participation rate | 37.0% | 72.8%-35.7pp | 76.9%-39.9pp | 69.5%-32.5pp |
| Annual return | 9.43% | 21.57%-12.1pp | 25.88%-16.4pp | 73.14%-63.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,136 | $2,987-28.5% | $3,706-42.4% | $3,332-35.9% |
| Admin fee / account holder | $410 | $4,512-90.9% | $5,608-92.7% | $4,645-91.2% |