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 | $23,893 | $27,915-14.4% | $58,482-59.1% | $75,163-68.2% |
| Participation rate | 21.4% | 38.8%-17.4pp | 50.9%-29.4pp | 67.2%-45.8pp |
| Annual return | 8.51% | 44.20%-35.7pp | 4239.32%-4230.8pp | 160.62%-152.1pp |
| Employer contribution / active EE | $558 | $669-16.7% | $1,053-47.1% | $2,670-79.1% |
| Participant deferral / active EE | $1,545 | $1,201+28.7% | $1,924-19.7% | $4,125-62.5% |
| Admin fee / account holder | $2,783 | $1,726+61.3% | $2,516+10.6% | $5,651-50.8% |