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 | $16,735 | $80,717-79.3% | $154,803-89.2% | $84,808-80.3% |
| Participation rate | 33.3% | 66.8%-33.5pp | 78.1%-44.7pp | 68.3%-35.0pp |
| Annual return | 8.61% | 37.96%-29.3pp | 58.88%-50.3pp | 40.90%-32.3pp |
| Employer contribution / active EE | $402 | $2,761-85.4% | $4,305-90.7% | $2,631-84.7% |
| Participant deferral / active EE | $957 | $3,303-71.0% | $5,540-82.7% | $4,212-77.3% |
| Admin fee / account holder | $5,837 | $6,746-13.5% | $14,329-59.3% | $7,344-20.5% |