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 | $14,663 | $39,122-62.5% | $57,179-74.4% | $62,891-76.7% |
| Participation rate | 58.5% | 70.5%-12.0pp | 75.3%-16.9pp | 69.3%-10.8pp |
| Annual return | 0.62% | 9.23%-8.6pp | 14.59%-14.0pp | 20.14%-19.5pp |
| Employer contribution / active EE | $519 | $1,874-72.3% | $2,682-80.6% | $2,281-77.2% |
| Participant deferral / active EE | $1,439 | $2,374-39.4% | $3,096-53.5% | $3,203-55.1% |
| Admin fee / account holder | $343 | $2,592-86.8% | $3,139-89.1% | $4,296-92.0% |