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 | $25,534 | $58,208-56.1% | $81,812-68.8% | $80,856-68.4% |
| Participation rate | 28.1% | 63.4%-35.3pp | 72.3%-44.3pp | 67.6%-39.6pp |
| Annual return | 10.38% | 41.66%-31.3pp | 773.79%-763.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $952 | $2,340-59.3% | $2,912-67.3% | $2,755-65.4% |
| Participant deferral / active EE | $1,309 | $3,281-60.1% | $4,319-69.7% | $4,296-69.5% |
| Admin fee / account holder | $7,580 | $4,981+52.2% | $7,386+2.6% | $6,918+9.6% |