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 | $19,247 | $56,114-65.7% | $96,139-80.0% | $85,850-77.6% |
| Participation rate | 39.3% | 56.7%-17.4pp | 68.4%-29.1pp | 69.3%-30.0pp |
| Annual return | 10.04% | 42.30%-32.3pp | 191.94%-181.9pp | 318.53%-308.5pp |
| Employer contribution / active EE | $477 | $1,620-70.6% | $2,797-83.0% | $2,565-81.4% |
| Participant deferral / active EE | $1,340 | $2,859-53.1% | $4,349-69.2% | $3,952-66.1% |
| Admin fee / account holder | $3,052 | $3,768-19.0% | $5,537-44.9% | $6,260-51.2% |