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 | $21,072 | $50,815-58.5% | $155,509-86.4% | $77,643-72.9% |
| Participation rate | 28.2% | 63.1%-34.9pp | 78.2%-50.0pp | 70.6%-42.4pp |
| Annual return | 11.11% | 34.80%-23.7pp | 64.67%-53.6pp | 31.24%-20.1pp |
| Employer contribution / active EE | $522 | $1,993-73.8% | $4,672-88.8% | $2,726-80.8% |
| Participant deferral / active EE | $963 | $2,822-65.9% | $5,626-82.9% | $4,647-79.3% |
| Admin fee / account holder | $1,752 | $437+301.2% | $15,912-89.0% | $430+307.0% |