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 | $42,580 | $74,888-43.1% | $71,209-40.2% | $142,382-70.1% |
| Participation rate | 23.1% | 76.2%-53.1pp | 73.8%-50.7pp | 80.1%-57.0pp |
| Annual return | 5.19% | 345.14%-339.9pp | 282.51%-277.3pp | 217.08%-211.9pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,038 | $4,454-54.3% | $4,175-51.2% | $6,507-68.7% |
| Admin fee / account holder | $13,543 | $5,568+143.2% | $5,349+153.2% | $12,624+7.3% |