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 | $15,148 | $55,415-72.7% | $155,509-90.3% | $74,495-79.7% |
| Participation rate | 56.7% | 61.9%-5.2pp | 78.2%-21.5pp | 67.2%-10.5pp |
| Annual return | 8.64% | 268.50%-259.9pp | 64.67%-56.0pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $660 | $2,267-70.9% | $4,672-85.9% | $2,623-74.8% |
| Participant deferral / active EE | $1,524 | $2,836-46.3% | $5,626-72.9% | $4,346-64.9% |
| Admin fee / account holder | $2,153 | $1,738+23.8% | $15,912-86.5% | $1,942+10.9% |