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 | $53,010 | $209,411-74.7% | $178,490-70.3% | $158,922-66.6% |
| Participation rate | 54.5% | 86.3%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 1.76% | 188.75%-187.0pp | 151.07%-149.3pp | 302.83%-301.1pp |
| Employer contribution / active EE | $1,435 | $5,706-74.9% | $5,011-71.4% | $4,761-69.9% |
| Participant deferral / active EE | $3,512 | $5,954-41.0% | $5,202-32.5% | $5,982-41.3% |
| Admin fee / account holder | $14,381 | $17,074-15.8% | $13,984+2.8% | $11,246+27.9% |