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 | $21,725 | $60,124-63.9% | $90,404-76.0% | $79,858-72.8% |
| Participation rate | 43.3% | 65.0%-21.6pp | 72.7%-29.3pp | 69.6%-26.3pp |
| Annual return | 7.50% | 71.94%-64.4pp | 1293.02%-1285.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $1,545 | $2,068-25.3% | $3,262-52.6% | $2,471-37.5% |
| Participant deferral / active EE | $1,724 | $2,938-41.3% | $3,963-56.5% | $3,740-53.9% |
| Admin fee / account holder | $17,412 | $3,976+337.9% | $5,611+210.3% | $5,306+228.1% |