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 | $24,784 | $80,717-69.3% | $154,803-84.0% | $84,808-70.8% |
| Participation rate | 58.3% | 66.8%-8.5pp | 78.1%-19.7pp | 68.3%-10.0pp |
| Annual return | 11.86% | 37.96%-26.1pp | 58.88%-47.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $504 | $2,761-81.7% | $4,305-88.3% | $2,631-80.8% |
| Participant deferral / active EE | $2,327 | $3,303-29.6% | $5,540-58.0% | $4,212-44.8% |
| Admin fee / account holder | $9,327 | $6,746+38.3% | $14,329-34.9% | $7,344+27.0% |