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 | $14,195 | $57,990-75.5% | $76,190-81.4% | $80,856-82.4% |
| Participation rate | 37.9% | 73.7%-35.8pp | 79.3%-41.3pp | 67.6%-29.7pp |
| Annual return | 5.33% | 15.89%-10.6pp | 13.78%-8.4pp | 35.59%-30.3pp |
| Employer contribution / active EE | $898 | $3,565-74.8% | $4,578-80.4% | $2,755-67.4% |
| Participant deferral / active EE | $953 | $3,814-75.0% | $5,474-82.6% | $4,296-77.8% |
| Admin fee / account holder | $1,902 | $5,668-66.4% | $5,123-62.9% | $6,918-72.5% |