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 | $68,164 | $156,846-56.5% | $121,098-43.7% | $139,434-51.1% |
| Participation rate | 25.0% | 76.4%-51.4pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 8.20% | 1474.56%-1466.4pp | 985.75%-977.6pp | 372.94%-364.7pp |
| Employer contribution / active EE | $1,314 | $5,536-76.3% | $4,164-68.4% | $4,751-72.3% |
| Participant deferral / active EE | $2,286 | $4,844-52.8% | $4,080-44.0% | $6,710-65.9% |
| Admin fee / account holder | $83,687 | $6,946+1104.9% | $5,644+1382.6% | $11,403+633.9% |