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 | $23,613 | $27,915-15.4% | $58,482-59.6% | $75,163-68.6% |
| Participation rate | 16.7% | 38.8%-22.2pp | 50.9%-34.2pp | 67.2%-50.5pp |
| Annual return | 13.51% | 44.20%-30.7pp | 4239.32%-4225.8pp | 160.62%-147.1pp |
| Employer contribution / active EE | $144 | $669-78.5% | $1,053-86.3% | $2,670-94.6% |
| Participant deferral / active EE | $1,121 | $1,201-6.7% | $1,924-41.7% | $4,125-72.8% |
| Admin fee / account holder | $855 | $1,726-50.5% | $2,516-66.0% | $5,651-84.9% |