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 | $15,365 | $48,046-68.0% | $84,611-81.8% | $72,985-78.9% |
| Participation rate | 24.4% | 57.6%-33.2pp | 68.2%-43.8pp | 69.5%-45.1pp |
| Annual return | 17.60% | 37.38%-19.8pp | 258.74%-241.1pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,006 | $2,680-62.5% | $3,899-74.2% | $3,607-72.1% |
| Admin fee / account holder | $5,857 | $3,395+72.5% | $4,912+19.2% | $5,124+14.3% |