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 | $56,535 | $158,398-64.3% | $126,539-55.3% | $142,382-60.3% |
| Participation rate | 52.6% | 75.8%-23.2pp | 69.8%-17.2pp | 80.1%-27.5pp |
| Annual return | 9.05% | 593.76%-584.7pp | 425.95%-416.9pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,088 | $4,650-76.6% | $3,674-70.4% | $4,299-74.7% |
| Participant deferral / active EE | $1,847 | $4,767-61.2% | $4,083-54.8% | $6,507-71.6% |
| Admin fee / account holder | $28,171 | $6,918+307.2% | $6,065+364.5% | $12,624+123.2% |