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 9-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 | $22,751 | $48,570-53.2% | $130,648-82.6% | $72,985-68.8% |
| Participation rate | 47.2% | 58.6%-11.4pp | 71.7%-24.6pp | 69.5%-22.3pp |
| Annual return | 12.43% | 38.63%-26.2pp | 1708.96%-1696.5pp | 81.00%-68.6pp |
| Employer contribution / active EE | $1,496 | $1,334+12.2% | $4,092-63.4% | $2,440-38.7% |
| Participant deferral / active EE | $3,222 | $2,384+35.2% | $3,603-10.6% | $3,607-10.7% |
| Admin fee / account holder | $366 | $3,549-89.7% | $5,464-93.3% | $5,124-92.9% |