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 | $20,041 | $60,892-67.1% | $82,389-75.7% | $84,808-76.4% |
| Participation rate | 52.0% | 63.3%-11.3pp | 69.5%-17.5pp | 68.3%-16.3pp |
| Annual return | 12.34% | 37.29%-24.9pp | 28.67%-16.3pp | 40.90%-28.6pp |
| Employer contribution / active EE | $950 | $1,779-46.6% | $2,517-62.3% | $2,631-63.9% |
| Participant deferral / active EE | $1,581 | $3,179-50.3% | $4,155-61.9% | $4,212-62.5% |
| Admin fee / account holder | $2,362 | $5,467-56.8% | $7,231-67.3% | $7,344-67.8% |