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 | $22,557 | $117,841-80.9% | $102,423-78.0% | $145,922-84.5% |
| Participation rate | 54.5% | 78.6%-24.0pp | 76.5%-21.9pp | 80.3%-25.7pp |
| Annual return | 3.22% | 31.65%-28.4pp | 29.32%-26.1pp | 561.29%-558.1pp |
| Employer contribution / active EE | $2,850 | $3,615-21.2% | $3,023-5.7% | $4,660-38.8% |
| Participant deferral / active EE | $5,446 | $5,731-5.0% | $5,053+7.8% | $6,688-18.6% |
| Admin fee / account holder | $17,466 | $13,326+31.1% | $9,451+84.8% | $13,397+30.4% |