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 | $24,083 | $52,279-53.9% | $89,391-73.1% | $79,858-69.8% |
| Participation rate | 34.8% | 57.5%-22.8pp | 68.0%-33.2pp | 69.6%-34.9pp |
| Annual return | 8.82% | 22.16%-13.3pp | 245.62%-236.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $645 | $1,572-58.9% | $2,586-75.0% | $2,471-73.9% |
| Participant deferral / active EE | $1,393 | $2,740-49.2% | $3,890-64.2% | $3,740-62.7% |
| Admin fee / account holder | $494 | $3,356-85.3% | $4,881-89.9% | $5,306-90.7% |