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 | $21,175 | $66,402-68.1% | $109,895-80.7% | $85,850-75.3% |
| Participation rate | 64.3% | 63.9%+0.4pp | 74.2%-9.9pp | 69.3%-5.0pp |
| Annual return | 3.46% | 19.59%-16.1pp | 29.45%-26.0pp | 318.53%-315.1pp |
| Employer contribution / active EE | $824 | $1,687-51.1% | $2,842-71.0% | $2,565-67.9% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,048-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,904 | $4,557-14.3% | $6,066-35.6% | $6,260-37.6% |