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 | $61,691 | $227,553-72.9% | $189,557-67.5% | $167,490-63.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 4.68% | 78.40%-73.7pp | 64.17%-59.5pp | 478.56%-473.9pp |
| Employer contribution / active EE | $1,612 | $5,316-69.7% | $4,412-63.5% | $4,837-66.7% |
| Participant deferral / active EE | $9,000 | $7,002+28.5% | $6,174+45.8% | $6,341+41.9% |
| Admin fee / account holder | $391,398 | $11,878+3195.2% | $9,807+3891.0% | $12,309+3079.8% |