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 | $44,626 | $201,272-77.8% | $184,203-75.8% | $145,922-69.4% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 4.22% | 29.00%-24.8pp | 28.81%-24.6pp | 561.29%-557.1pp |
| Employer contribution / active EE | $5,239 | $7,022-25.4% | $6,427-18.5% | $4,660+12.4% |
| Participant deferral / active EE | $12,507 | $9,806+27.5% | $9,131+37.0% | $6,688+87.0% |
| Admin fee / account holder | $203,347 | $16,364+1142.7% | $13,901+1362.8% | $13,397+1417.9% |