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 | $20,401 | $91,190-77.6% | $178,490-88.6% | $79,858-74.5% |
| Participation rate | 60.8% | 69.2%-8.4pp | 81.9%-21.1pp | 69.6%-8.8pp |
| Annual return | 2.22% | 24.19%-22.0pp | 151.07%-148.8pp | 31.71%-29.5pp |
| Employer contribution / active EE | $459 | $3,256-85.9% | $5,011-90.8% | $2,471-81.4% |
| Participant deferral / active EE | $1,083 | $3,236-66.5% | $5,202-79.2% | $3,740-71.1% |
| Admin fee / account holder | $5,797 | $6,751-14.1% | $13,984-58.5% | $5,306+9.3% |