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 | $24,087 | $60,124-59.9% | $90,404-73.4% | $79,858-69.8% |
| Participation rate | 23.1% | 65.0%-41.9pp | 72.7%-49.6pp | 69.6%-46.6pp |
| Annual return | 9.64% | 71.94%-62.3pp | 1293.02%-1283.4pp | 31.71%-22.1pp |
| Employer contribution / active EE | $459 | $2,068-77.8% | $3,262-85.9% | $2,471-81.4% |
| Participant deferral / active EE | $820 | $2,938-72.1% | $3,963-79.3% | $3,740-78.1% |
| Admin fee / account holder | $17,967 | $3,976+351.8% | $5,611+220.2% | $5,306+238.6% |