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 | $24,424 | $27,915-12.5% | $58,482-58.2% | $75,163-67.5% |
| Participation rate | 59.3% | 38.8%+20.4pp | 50.9%+8.4pp | 67.2%-7.9pp |
| Annual return | 13.98% | 44.20%-30.2pp | 4239.32%-4225.3pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,407 | $669+259.8% | $1,053+128.6% | $2,670-9.8% |
| Participant deferral / active EE | $801 | $1,201-33.3% | $1,924-58.4% | $4,125-80.6% |
| Admin fee / account holder | $2,555 | $1,726+48.0% | $2,516+1.5% | $5,651-54.8% |