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 | $16,895 | $45,035-62.5% | $62,995-73.2% | $70,131-75.9% |
| Participation rate | 58.5% | 69.5%-11.0pp | 74.8%-16.3pp | 69.5%-11.1pp |
| Annual return | 7.93% | 18.76%-10.8pp | 87.57%-79.6pp | 73.14%-65.2pp |
| Employer contribution / active EE | $679 | $2,051-66.9% | $2,759-75.4% | $2,342-71.0% |
| Participant deferral / active EE | $1,575 | $2,465-36.1% | $3,329-52.7% | $3,332-52.7% |
| Admin fee / account holder | $659 | $2,834-76.8% | $3,600-81.7% | $4,645-85.8% |