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 | $32,336 | $214,378-84.9% | $200,582-83.9% | $142,382-77.3% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 11.57% | 46.41%-34.8pp | 42.33%-30.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,273 | $6,841-66.8% | $6,419-64.6% | $4,299-47.1% |
| Participant deferral / active EE | $5,306 | $9,865-46.2% | $9,331-43.1% | $6,507-18.5% |
| Admin fee / account holder | $8,961 | $17,692-49.4% | $16,305-45.0% | $12,624-29.0% |