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 | $24,140 | $54,541-55.7% | $78,778-69.4% | $70,131-65.6% |
| Participation rate | 64.7% | 60.8%+3.9pp | 69.2%-4.5pp | 69.5%-4.8pp |
| Annual return | 10.68% | 21.07%-10.4pp | 35.62%-24.9pp | 73.14%-62.5pp |
| Employer contribution / active EE | $866 | $1,089-20.4% | $1,986-56.4% | $2,342-63.0% |
| Participant deferral / active EE | $1,822 | $2,210-17.6% | $2,958-38.4% | $3,332-45.3% |
| Admin fee / account holder | $5,379 | $3,709+45.0% | $5,134+4.8% | $4,645+15.8% |