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 | $28,856 | $58,828-50.9% | $77,999-63.0% | $62,891-54.1% |
| Participation rate | 44.1% | 71.1%-26.9pp | 75.5%-31.4pp | 69.3%-25.2pp |
| Annual return | 4.19% | 17.16%-13.0pp | 425.96%-421.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,002 | $1,672-40.1% | $2,470-59.4% | $2,281-56.1% |
| Participant deferral / active EE | $1,249 | $2,686-53.5% | $3,497-64.3% | $3,203-61.0% |
| Admin fee / account holder | $8,115 | $4,393+84.7% | $5,480+48.1% | $4,296+88.9% |