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 | $39,716 | $85,202-53.4% | $172,739-77.0% | $72,985-45.6% |
| Participation rate | 62.1% | 70.1%-7.9pp | 82.6%-20.5pp | 69.5%-7.4pp |
| Annual return | 5.22% | 27.32%-22.1pp | 802.84%-797.6pp | 81.00%-75.8pp |
| Employer contribution / active EE | $670 | $3,324-79.8% | $5,143-87.0% | $2,440-72.5% |
| Participant deferral / active EE | $1,700 | $3,260-47.9% | $5,198-67.3% | $3,607-52.9% |
| Admin fee / account holder | $7,881 | $5,884+33.9% | $13,954-43.5% | $5,124+53.8% |