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 | $18,959 | $48,076-60.6% | $78,689-75.9% | $62,891-69.9% |
| Participation rate | 54.4% | 65.2%-10.8pp | 73.6%-19.2pp | 69.3%-14.9pp |
| Annual return | 4.47% | 31.35%-26.9pp | 62.18%-57.7pp | 20.14%-15.7pp |
| Employer contribution / active EE | $438 | $2,015-78.3% | $2,851-84.7% | $2,281-80.8% |
| Participant deferral / active EE | $1,339 | $2,588-48.3% | $3,517-61.9% | $3,203-58.2% |
| Admin fee / account holder | $1,996 | $3,207-37.8% | $4,510-55.7% | $4,296-53.5% |