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 | $44,840 | $88,751-49.5% | $81,812-45.2% | $145,922-69.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 8.34% | 1025.40%-1017.1pp | 773.79%-765.4pp | 561.29%-552.9pp |
| Employer contribution / active EE | $3,695 | $3,083+19.8% | $2,912+26.9% | $4,660-20.7% |
| Participant deferral / active EE | $4,168 | $4,643-10.2% | $4,319-3.5% | $6,688-37.7% |
| Admin fee / account holder | $2,787 | $8,415-66.9% | $7,386-62.3% | $13,397-79.2% |