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 | $22,481 | $58,208-61.4% | $81,812-72.5% | $80,856-72.2% |
| Participation rate | 40.3% | 63.4%-23.1pp | 72.3%-32.1pp | 67.6%-27.4pp |
| Annual return | 8.39% | 41.66%-33.3pp | 773.79%-765.4pp | 35.59%-27.2pp |
| Employer contribution / active EE | $343 | $2,340-85.3% | $2,912-88.2% | $2,755-87.5% |
| Participant deferral / active EE | $1,164 | $3,281-64.5% | $4,319-73.0% | $4,296-72.9% |
| Admin fee / account holder | $3,120 | $4,981-37.4% | $7,386-57.8% | $6,918-54.9% |