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 | $26,711 | $58,512-54.3% | $84,015-68.2% | $72,985-63.4% |
| Participation rate | 44.4% | 61.2%-16.8pp | 69.0%-24.6pp | 69.5%-25.0pp |
| Annual return | 11.48% | 28.93%-17.5pp | 71.31%-59.8pp | 81.00%-69.5pp |
| Employer contribution / active EE | $449 | $1,163-61.4% | $1,983-77.4% | $2,440-81.6% |
| Participant deferral / active EE | $2,022 | $2,394-15.5% | $3,239-37.6% | $3,607-44.0% |
| Admin fee / account holder | $16,165 | $4,569+253.8% | $6,101+165.0% | $5,124+215.5% |