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 | $58,163 | $88,751-34.5% | $81,812-28.9% | $145,922-60.1% |
| Participation rate | 14.3% | 75.0%-60.7pp | 72.3%-58.1pp | 80.3%-66.0pp |
| Annual return | 3.62% | 1025.40%-1021.8pp | 773.79%-770.2pp | 561.29%-557.7pp |
| Employer contribution / active EE | $2,278 | $3,083-26.1% | $2,912-21.8% | $4,660-51.1% |
| Participant deferral / active EE | $5,711 | $4,643+23.0% | $4,319+32.2% | $6,688-14.6% |
| Admin fee / account holder | $28,816 | $8,415+242.4% | $7,386+290.1% | $13,397+115.1% |