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 | $27,638 | $58,927-53.1% | $76,817-64.0% | $72,985-62.1% |
| Participation rate | 35.5% | 67.3%-31.9pp | 72.1%-36.6pp | 69.5%-34.0pp |
| Annual return | 10.48% | 2305.64%-2295.2pp | 1166.11%-1155.6pp | 81.00%-70.5pp |
| Employer contribution / active EE | $569 | $1,787-68.2% | $2,302-75.3% | $2,440-76.7% |
| Participant deferral / active EE | $1,274 | $2,690-52.6% | $3,336-61.8% | $3,607-64.7% |
| Admin fee / account holder | $610 | $4,013-84.8% | $6,420-90.5% | $5,124-88.1% |