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 | $16,374 | $81,248-79.8% | $155,509-89.5% | $80,856-79.7% |
| Participation rate | 61.9% | 66.2%-4.3pp | 78.2%-16.3pp | 67.6%-5.7pp |
| Annual return | 10.51% | 33.31%-22.8pp | 64.67%-54.2pp | 35.59%-25.1pp |
| Employer contribution / active EE | $764 | $3,100-75.4% | $4,672-83.6% | $2,755-72.3% |
| Participant deferral / active EE | $1,730 | $3,452-49.9% | $5,626-69.3% | $4,296-59.7% |
| Admin fee / account holder | $3,610 | $7,997-54.9% | $15,912-77.3% | $6,918-47.8% |