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 | $52,408 | $65,409-19.9% | $98,442-46.8% | $85,850-39.0% |
| Participation rate | 51.7% | 65.0%-13.3pp | 73.3%-21.6pp | 69.3%-17.6pp |
| Annual return | 11.70% | 21.76%-10.1pp | 1492.73%-1481.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $420 | $2,168-80.6% | $2,960-85.8% | $2,565-83.6% |
| Participant deferral / active EE | $1,787 | $3,166-43.6% | $4,276-58.2% | $3,952-54.8% |
| Admin fee / account holder | $839 | $4,593-81.7% | $5,949-85.9% | $6,260-86.6% |