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 | $22,271 | $85,202-73.9% | $172,739-87.1% | $72,985-69.5% |
| Participation rate | 64.4% | 70.1%-5.6pp | 82.6%-18.2pp | 69.5%-5.0pp |
| Annual return | 14.17% | 27.32%-13.2pp | 802.84%-788.7pp | 81.00%-66.8pp |
| Employer contribution / active EE | $488 | $3,324-85.3% | $5,143-90.5% | $2,440-80.0% |
| Participant deferral / active EE | $1,350 | $3,260-58.6% | $5,198-74.0% | $3,607-62.6% |
| Admin fee / account holder | $953 | $5,884-83.8% | $13,954-93.2% | $5,124-81.4% |