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 | $40,024 | $159,901-75.0% | $146,958-72.8% | $145,922-72.6% |
| Participation rate | 47.1% | 84.0%-36.9pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 1.88% | 98.13%-96.3pp | 418.34%-416.5pp | 561.29%-559.4pp |
| Employer contribution / active EE | $1,962 | $5,286-62.9% | $4,933-60.2% | $4,660-57.9% |
| Participant deferral / active EE | $2,717 | $8,428-67.8% | $8,070-66.3% | $6,688-59.4% |
| Admin fee / account holder | $9,265 | $15,044-38.4% | $12,998-28.7% | $13,397-30.8% |