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 | $22,719 | $80,717-71.9% | $154,803-85.3% | $84,808-73.2% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 9.31% | 37.96%-28.6pp | 58.88%-49.6pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,280 | $2,761-53.6% | $4,305-70.3% | $2,631-51.3% |
| Participant deferral / active EE | $2,304 | $3,303-30.2% | $5,540-58.4% | $4,212-45.3% |
| Admin fee / account holder | $4,249 | $6,746-37.0% | $14,329-70.3% | $7,344-42.1% |