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 | $27,385 | $100,852-72.8% | $90,404-69.7% | $158,922-82.8% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.7%-28.2pp | 82.0%-37.5pp |
| Annual return | 3.00% | 1724.20%-1721.2pp | 1293.02%-1290.0pp | 302.83%-299.8pp |
| Employer contribution / active EE | $1,470 | $3,689-60.2% | $3,262-54.9% | $4,761-69.1% |
| Participant deferral / active EE | $4,024 | $4,348-7.4% | $3,963+1.5% | $5,982-32.7% |
| Admin fee / account holder | $2,290 | $6,501-64.8% | $5,611-59.2% | $11,246-79.6% |