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 | $21,637 | $65,365-66.9% | $92,893-76.7% | $72,985-70.4% |
| Participation rate | 68.6% | 68.3%+0.3pp | 76.0%-7.4pp | 69.5%-0.9pp |
| Annual return | 7.03% | 42.10%-35.1pp | 109.41%-102.4pp | 81.00%-74.0pp |
| Employer contribution / active EE | $1,299 | $2,594-49.9% | $3,653-64.4% | $2,440-46.8% |
| Participant deferral / active EE | $2,405 | $3,128-23.1% | $4,236-43.2% | $3,607-33.3% |
| Admin fee / account holder | $524 | $4,251-87.7% | $5,794-91.0% | $5,124-89.8% |