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 | $26,802 | $46,297-42.1% | $71,671-62.6% | $62,292-57.0% |
| Participation rate | 62.7% | 60.6%+2.1pp | 68.7%-6.0pp | 69.5%-6.8pp |
| Annual return | 10.77% | 22.32%-11.5pp | 20.65%-9.9pp | 28.90%-18.1pp |
| Employer contribution / active EE | $717 | $1,412-49.2% | $2,460-70.9% | $2,042-64.9% |
| Participant deferral / active EE | $1,621 | $2,235-27.5% | $3,438-52.9% | $3,169-48.9% |
| Admin fee / account holder | $1,410 | $461+206.0% | $5,558-74.6% | $479+194.1% |