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 | $35,534 | $88,751-60.0% | $81,812-56.6% | $145,922-75.6% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.3%-55.7pp | 80.3%-63.6pp |
| Annual return | 7.17% | 1025.40%-1018.2pp | 773.79%-766.6pp | 561.29%-554.1pp |
| Employer contribution / active EE | $906 | $3,083-70.6% | $2,912-68.9% | $4,660-80.6% |
| Participant deferral / active EE | $1,324 | $4,643-71.5% | $4,319-69.3% | $6,688-80.2% |
| Admin fee / account holder | $24,354 | $8,415+189.4% | $7,386+229.7% | $13,397+81.8% |