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 | $25,872 | $79,449-67.4% | $189,557-86.4% | $85,850-69.9% |
| Participation rate | 64.5% | 66.0%-1.5pp | 78.4%-13.9pp | 69.3%-4.8pp |
| Annual return | 9.43% | 18.45%-9.0pp | 64.17%-54.7pp | 318.53%-309.1pp |
| Employer contribution / active EE | $1,037 | $2,081-50.1% | $4,412-76.5% | $2,565-59.6% |
| Participant deferral / active EE | $2,189 | $4,051-46.0% | $6,174-64.5% | $3,952-44.6% |
| Admin fee / account holder | $35,730 | $5,377+564.5% | $9,807+264.3% | $6,260+470.8% |