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 | $24,958 | $80,717-69.1% | $154,803-83.9% | $84,808-70.6% |
| Participation rate | 36.0% | 66.8%-30.8pp | 78.1%-42.1pp | 68.3%-32.3pp |
| Annual return | 12.26% | 37.96%-25.7pp | 58.88%-46.6pp | 40.90%-28.6pp |
| Employer contribution / active EE | $393 | $2,761-85.8% | $4,305-90.9% | $2,631-85.1% |
| Participant deferral / active EE | $1,479 | $3,303-55.2% | $5,540-73.3% | $4,212-64.9% |
| Admin fee / account holder | $787 | $6,746-88.3% | $14,329-94.5% | $7,344-89.3% |