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 8-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 | $21,527 | $58,264-63.1% | $86,612-75.1% | $71,457-69.9% |
| Participation rate | 42.2% | 65.0%-22.8pp | 71.7%-29.5pp | 67.9%-25.7pp |
| Annual return | 11.42% | 21.63%-10.2pp | 591.07%-579.7pp | 28.85%-17.4pp |
| Employer contribution / active EE | $580 | $2,574-77.5% | $3,022-80.8% | $2,588-77.6% |
| Participant deferral / active EE | $1,203 | $3,436-65.0% | $4,438-72.9% | $4,289-71.9% |
| Admin fee / account holder | $3,400 | $1,057+221.6% | $5,614-39.4% | $1,587+114.2% |