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 | $24,874 | $81,248-69.4% | $155,509-84.0% | $80,856-69.2% |
| Participation rate | 65.6% | 66.2%-0.6pp | 78.2%-12.6pp | 67.6%-2.0pp |
| Annual return | 7.64% | 33.31%-25.7pp | 64.67%-57.0pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,042 | $3,100-66.4% | $4,672-77.7% | $2,755-62.2% |
| Participant deferral / active EE | $1,694 | $3,452-50.9% | $5,626-69.9% | $4,296-60.6% |
| Admin fee / account holder | $1,459 | $7,997-81.8% | $15,912-90.8% | $6,918-78.9% |