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 | $51,253 | $83,902-38.9% | $167,512-69.4% | $84,808-39.6% |
| Participation rate | 44.7% | 66.5%-21.8pp | 77.1%-32.4pp | 68.3%-23.6pp |
| Annual return | 10.34% | 91.55%-81.2pp | 1615.79%-1605.5pp | 40.90%-30.6pp |
| Employer contribution / active EE | $779 | $2,264-65.6% | $3,882-79.9% | $2,631-70.4% |
| Participant deferral / active EE | $2,229 | $4,442-49.8% | $6,405-65.2% | $4,212-47.1% |
| Admin fee / account holder | $664 | $7,915-91.6% | $9,769-93.2% | $7,344-91.0% |