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 | $27,334 | $85,202-67.9% | $172,739-84.2% | $72,985-62.5% |
| Participation rate | 51.5% | 70.1%-18.5pp | 82.6%-31.1pp | 69.5%-18.0pp |
| Annual return | 6.72% | 27.32%-20.6pp | 802.84%-796.1pp | 81.00%-74.3pp |
| Employer contribution / active EE | $877 | $3,324-73.6% | $5,143-83.0% | $2,440-64.1% |
| Participant deferral / active EE | $1,433 | $3,260-56.1% | $5,198-72.4% | $3,607-60.3% |
| Admin fee / account holder | $6,565 | $5,884+11.6% | $13,954-52.9% | $5,124+28.1% |