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 | $20,978 | $60,124-65.1% | $90,404-76.8% | $79,858-73.7% |
| Participation rate | 45.7% | 65.0%-19.3pp | 72.7%-27.0pp | 69.6%-23.9pp |
| Annual return | 7.56% | 71.94%-64.4pp | 1293.02%-1285.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $323 | $2,068-84.4% | $3,262-90.1% | $2,471-86.9% |
| Participant deferral / active EE | $1,134 | $2,938-61.4% | $3,963-71.4% | $3,740-69.7% |
| Admin fee / account holder | $1,142 | $3,976-71.3% | $5,611-79.7% | $5,306-78.5% |