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 | $21,354 | $74,888-71.5% | $71,209-70.0% | $142,382-85.0% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.1%-25.6pp |
| Annual return | 8.02% | 345.14%-337.1pp | 282.51%-274.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $1,121 | $2,854-60.7% | $2,721-58.8% | $4,299-73.9% |
| Participant deferral / active EE | $1,485 | $4,454-66.7% | $4,175-64.4% | $6,507-77.2% |
| Admin fee / account holder | $1,403 | $5,568-74.8% | $5,349-73.8% | $12,624-88.9% |