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 | $25,814 | $85,202-69.7% | $172,739-85.1% | $72,985-64.6% |
| Participation rate | 55.9% | 70.1%-14.2pp | 82.6%-26.8pp | 69.5%-13.6pp |
| Annual return | 13.53% | 27.32%-13.8pp | 802.84%-789.3pp | 81.00%-67.5pp |
| Employer contribution / active EE | $1,064 | $3,324-68.0% | $5,143-79.3% | $2,440-56.4% |
| Participant deferral / active EE | $2,134 | $3,260-34.5% | $5,198-58.9% | $3,607-40.8% |
| Admin fee / account holder | $2,274 | $5,884-61.4% | $13,954-83.7% | $5,124-55.6% |