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 | $27,459 | $74,888-63.3% | $71,209-61.4% | $142,382-80.7% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.1%-23.9pp |
| Annual return | 9.82% | 345.14%-335.3pp | 282.51%-272.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,317 | $2,854-53.9% | $2,721-51.6% | $4,299-69.4% |
| Participant deferral / active EE | $5,947 | $4,454+33.5% | $4,175+42.4% | $6,507-8.6% |
| Admin fee / account holder | $6,904 | $5,568+24.0% | $5,349+29.1% | $12,624-45.3% |