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 | $24,565 | $77,899-68.5% | $149,673-83.6% | $75,163-67.3% |
| Participation rate | 38.9% | 65.6%-26.7pp | 78.8%-39.9pp | 67.2%-28.3pp |
| Annual return | 10.12% | 31.72%-21.6pp | 134.42%-124.3pp | 160.62%-150.5pp |
| Employer contribution / active EE | $614 | $3,137-80.4% | $4,818-87.2% | $2,670-77.0% |
| Participant deferral / active EE | $2,049 | $3,411-39.9% | $5,680-63.9% | $4,125-50.3% |
| Admin fee / account holder | $8,461 | $5,956+42.0% | $13,210-36.0% | $5,651+49.7% |