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 | $27,452 | $63,355-56.7% | $91,989-70.2% | $72,985-62.4% |
| Participation rate | 65.3% | 72.5%-7.2pp | 78.6%-13.3pp | 69.5%-4.2pp |
| Annual return | 14.62% | 35.35%-20.7pp | 69.02%-54.4pp | 81.00%-66.4pp |
| Employer contribution / active EE | $1,250 | $2,116-40.9% | $3,452-63.8% | $2,440-48.8% |
| Participant deferral / active EE | $2,269 | $4,883-53.5% | $5,923-61.7% | $3,607-37.1% |
| Admin fee / account holder | $10,276 | $4,668+120.1% | $7,743+32.7% | $5,124+100.5% |