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 | $40,142 | $54,705-26.6% | $71,209-43.6% | $84,808-52.7% |
| Participation rate | 34.5% | 64.1%-29.5pp | 73.8%-39.2pp | 68.3%-33.8pp |
| Annual return | 11.47% | 35.90%-24.4pp | 282.51%-271.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,135 | $3,030+3.4% | $4,175-24.9% | $4,212-25.6% |
| Admin fee / account holder | $16,969 | $4,863+248.9% | $5,349+217.3% | $7,344+131.1% |