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 3-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 | $25,757 | $81,248-68.3% | $155,509-83.4% | $80,856-68.1% |
| Participation rate | 15.8% | 66.2%-50.4pp | 78.2%-62.4pp | 67.6%-51.8pp |
| Annual return | 8.87% | 33.31%-24.4pp | 64.67%-55.8pp | 35.59%-26.7pp |
| Employer contribution / active EE | $496 | $3,100-84.0% | $4,672-89.4% | $2,755-82.0% |
| Participant deferral / active EE | $924 | $3,452-73.2% | $5,626-83.6% | $4,296-78.5% |
| Admin fee / account holder | $986 | $7,997-87.7% | $15,912-93.8% | $6,918-85.8% |