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 | $60,120 | $100,041-39.9% | $149,718-59.8% | $70,131-14.3% |
| Participation rate | 62.3% | 83.6%-21.3pp | 87.1%-24.8pp | 69.5%-7.2pp |
| Annual return | 12.27% | 27.43%-15.2pp | 1501.63%-1489.4pp | 73.14%-60.9pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,982 | $4,983-40.1% | $6,569-54.6% | $3,332-10.5% |
| Admin fee / account holder | $19,235 | $8,286+132.1% | $11,283+70.5% | $4,645+314.1% |