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 | $24,395 | $104,974-76.8% | $95,585-74.5% | $142,382-82.9% |
| Participation rate | 27.3% | 75.0%-47.7pp | 72.1%-44.8pp | 80.1%-52.8pp |
| Annual return | 9.50% | 210.33%-200.8pp | 38.56%-29.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,218 | $2,779-56.2% | $2,527-51.8% | $4,299-71.7% |
| Participant deferral / active EE | $3,257 | $4,352-25.2% | $4,023-19.0% | $6,507-49.9% |
| Admin fee / account holder | $8,561 | $6,386+34.1% | $6,127+39.7% | $12,624-32.2% |