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 | $26,625 | $157,256-83.1% | $141,162-81.1% | $152,861-82.6% |
| Participation rate | 43.8% | 84.8%-41.1pp | 82.5%-38.7pp | 82.4%-38.7pp |
| Annual return | 14.30% | 64.32%-50.0pp | 71.39%-57.1pp | 345.32%-331.0pp |
| Employer contribution / active EE | $1,204 | $5,261-77.1% | $4,735-74.6% | $4,762-74.7% |
| Participant deferral / active EE | $2,842 | $7,109-60.0% | $6,709-57.6% | $5,850-51.4% |
| Admin fee / account holder | $3,765 | $12,120-68.9% | $10,261-63.3% | $11,596-67.5% |