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 | $24,521 | $63,346-61.3% | $92,233-73.4% | $70,131-65.0% |
| Participation rate | 35.3% | 68.7%-33.4pp | 76.5%-41.2pp | 69.5%-34.2pp |
| Annual return | 11.79% | 530.12%-518.3pp | 176.28%-164.5pp | 73.14%-61.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,375 | $2,854-51.8% | $3,897-64.7% | $3,332-58.7% |
| Admin fee / account holder | $1,985 | $3,840-48.3% | $5,194-61.8% | $4,645-57.3% |