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 | $9,205 | $53,516-82.8% | $126,539-92.7% | $84,808-89.1% |
| Participation rate | 55.6% | 58.2%-2.7pp | 69.8%-14.3pp | 68.3%-12.8pp |
| Annual return | 9.99% | 58.34%-48.3pp | 425.95%-416.0pp | 40.90%-30.9pp |
| Employer contribution / active EE | $754 | $1,535-50.9% | $3,674-79.5% | $2,631-71.3% |
| Participant deferral / active EE | $1,051 | $2,671-60.7% | $4,083-74.3% | $4,212-75.1% |
| Admin fee / account holder | $783 | $4,497-82.6% | $6,065-87.1% | $7,344-89.3% |