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 | $14,388 | $58,208-75.3% | $81,812-82.4% | $80,856-82.2% |
| Participation rate | 61.5% | 63.4%-1.9pp | 72.3%-10.8pp | 67.6%-6.1pp |
| Annual return | 10.73% | 41.66%-30.9pp | 773.79%-763.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,611 | $2,340-31.1% | $2,912-44.7% | $2,755-41.5% |
| Participant deferral / active EE | $3,381 | $3,281+3.1% | $4,319-21.7% | $4,296-21.3% |
| Admin fee / account holder | $3,267 | $4,981-34.4% | $7,386-55.8% | $6,918-52.8% |