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 | $45,440 | $74,888-39.3% | $71,209-36.2% | $142,382-68.1% |
| Participation rate | 68.2% | 76.2%-8.0pp | 73.8%-5.6pp | 80.1%-11.9pp |
| Annual return | 12.44% | 345.14%-332.7pp | 282.51%-270.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $4,352 | $2,854+52.5% | $2,721+59.9% | $4,299+1.2% |
| Participant deferral / active EE | $7,848 | $4,454+76.2% | $4,175+88.0% | $6,507+20.6% |
| Admin fee / account holder | $14,176 | $5,568+154.6% | $5,349+165.0% | $12,624+12.3% |