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 | $20,915 | $61,605-66.0% | $112,229-81.4% | $75,163-72.2% |
| Participation rate | 55.6% | 61.7%-6.1pp | 72.4%-16.9pp | 67.2%-11.6pp |
| Annual return | 9.06% | 28.47%-19.4pp | 30.20%-21.1pp | 160.62%-151.6pp |
| Employer contribution / active EE | $674 | $2,015-66.6% | $3,430-80.4% | $2,670-74.8% |
| Participant deferral / active EE | $1,142 | $3,108-63.3% | $4,798-76.2% | $4,125-72.3% |
| Admin fee / account holder | $1,614 | $4,862-66.8% | $7,748-79.2% | $5,651-71.4% |