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 | $11,091 | $60,022-81.5% | $88,946-87.5% | $84,808-86.9% |
| Participation rate | 35.6% | 57.8%-22.3pp | 68.8%-33.3pp | 68.3%-32.8pp |
| Annual return | 6.09% | 22.43%-16.3pp | 57.82%-51.7pp | 40.90%-34.8pp |
| Employer contribution / active EE | $721 | $1,703-57.6% | $2,555-71.8% | $2,631-72.6% |
| Participant deferral / active EE | $1,399 | $3,114-55.1% | $4,581-69.5% | $4,212-66.8% |
| Admin fee / account holder | $38,904 | $4,811+708.6% | $8,261+370.9% | $7,344+429.8% |