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 | $21,244 | $81,248-73.9% | $155,509-86.3% | $80,856-73.7% |
| Participation rate | 40.9% | 66.2%-25.3pp | 78.2%-37.3pp | 67.6%-26.7pp |
| Annual return | 9.63% | 33.31%-23.7pp | 64.67%-55.0pp | 35.59%-26.0pp |
| Employer contribution / active EE | $847 | $3,100-72.7% | $4,672-81.9% | $2,755-69.3% |
| Participant deferral / active EE | $2,364 | $3,452-31.5% | $5,626-58.0% | $4,296-45.0% |
| Admin fee / account holder | $9,738 | $7,997+21.8% | $15,912-38.8% | $6,918+40.8% |