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 | $14,910 | $60,124-75.2% | $90,404-83.5% | $79,858-81.3% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 2.07% | 71.94%-69.9pp | 1293.02%-1290.9pp | 31.71%-29.6pp |
| Employer contribution / active EE | $1,249 | $2,068-39.6% | $3,262-61.7% | $2,471-49.4% |
| Participant deferral / active EE | $2,254 | $2,938-23.3% | $3,963-43.1% | $3,740-39.7% |
| Admin fee / account holder | $802 | $3,976-79.8% | $5,611-85.7% | $5,306-84.9% |