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 | $46,791 | $159,602-70.7% | $150,045-68.8% | $142,382-67.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 4.87% | 70.24%-65.4pp | 62.55%-57.7pp | 217.08%-212.2pp |
| Employer contribution / active EE | $5,848 | $4,961+17.9% | $4,693+24.6% | $4,299+36.0% |
| Participant deferral / active EE | $13,832 | $8,310+66.4% | $7,997+73.0% | $6,507+112.6% |
| Admin fee / account holder | $195,312 | $14,846+1215.6% | $13,435+1353.8% | $12,624+1447.2% |