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 | $33,108 | $111,724-70.4% | $93,606-64.6% | $145,922-77.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 6.58% | 202.98%-196.4pp | 133.20%-126.6pp | 561.29%-554.7pp |
| Employer contribution / active EE | $931 | $3,090-69.9% | $2,420-61.5% | $4,660-80.0% |
| Participant deferral / active EE | $2,448 | $4,912-50.2% | $4,411-44.5% | $6,688-63.4% |
| Admin fee / account holder | $557 | $10,250-94.6% | $8,285-93.3% | $13,397-95.8% |