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 | $16,062 | $80,717-80.1% | $154,803-89.6% | $84,808-81.1% |
| Participation rate | 53.8% | 66.8%-13.0pp | 78.1%-24.2pp | 68.3%-14.5pp |
| Annual return | 12.75% | 37.96%-25.2pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $475 | $2,761-82.8% | $4,305-89.0% | $2,631-82.0% |
| Participant deferral / active EE | $1,272 | $3,303-61.5% | $5,540-77.0% | $4,212-69.8% |
| Admin fee / account holder | $1,994 | $6,746-70.4% | $14,329-86.1% | $7,344-72.8% |