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 | $61,140 | $102,317-40.2% | $146,958-58.4% | $80,856-24.4% |
| Participation rate | 68.8% | 75.8%-7.1pp | 82.2%-13.4pp | 67.6%+1.1pp |
| Annual return | 10.13% | 134.76%-124.6pp | 418.34%-408.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $4,613 | $3,713+24.2% | $4,933-6.5% | $2,755+67.4% |
| Participant deferral / active EE | $10,308 | $6,644+55.2% | $8,070+27.7% | $4,296+140.0% |
| Admin fee / account holder | $20,852 | $7,941+162.6% | $12,998+60.4% | $6,918+201.4% |