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 | $37,097 | $58,208-36.3% | $81,812-54.7% | $80,856-54.1% |
| Participation rate | 16.9% | 63.4%-46.5pp | 72.3%-55.4pp | 67.6%-50.7pp |
| Annual return | 10.06% | 41.66%-31.6pp | 773.79%-763.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $547 | $2,340-76.6% | $2,912-81.2% | $2,755-80.1% |
| Participant deferral / active EE | $860 | $3,281-73.8% | $4,319-80.1% | $4,296-80.0% |
| Admin fee / account holder | $33,182 | $4,981+566.1% | $7,386+349.3% | $6,918+379.6% |