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 | $57,426 | $88,751-35.3% | $81,812-29.8% | $145,922-60.6% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.3%-18.5pp | 80.3%-26.4pp |
| Annual return | 9.01% | 1025.40%-1016.4pp | 773.79%-764.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,569 | $3,083-49.1% | $2,912-46.1% | $4,660-66.3% |
| Participant deferral / active EE | $1,859 | $4,643-60.0% | $4,319-57.0% | $6,688-72.2% |
| Admin fee / account holder | $5,780 | $8,415-31.3% | $7,386-21.7% | $13,397-56.9% |