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 | $36,305 | $209,411-82.7% | $178,490-79.7% | $158,922-77.2% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 0.21% | 188.75%-188.5pp | 151.07%-150.9pp | 302.83%-302.6pp |
| Employer contribution / active EE | $3,370 | $5,706-40.9% | $5,011-32.7% | $4,761-29.2% |
| Participant deferral / active EE | $6,059 | $5,954+1.8% | $5,202+16.5% | $5,982+1.3% |
| Admin fee / account holder | $55,590 | $17,074+225.6% | $13,984+297.5% | $11,246+394.3% |