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 | $41,515 | $63,346-34.5% | $92,233-55.0% | $70,131-40.8% |
| Participation rate | 24.0% | 68.7%-44.7pp | 76.5%-52.5pp | 69.5%-45.6pp |
| Annual return | 11.74% | 530.12%-518.4pp | 176.28%-164.5pp | 73.14%-61.4pp |
| Employer contribution / active EE | $625 | $2,471-74.7% | $3,679-83.0% | $2,342-73.3% |
| Participant deferral / active EE | $1,353 | $2,854-52.6% | $3,897-65.3% | $3,332-59.4% |
| Admin fee / account holder | $6,985 | $3,840+81.9% | $5,194+34.5% | $4,645+50.4% |