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 | $65,746 | $158,398-58.5% | $126,539-48.0% | $142,382-53.8% |
| Participation rate | 22.7% | 75.8%-53.1pp | 69.8%-47.1pp | 80.1%-57.4pp |
| Annual return | 6.57% | 593.76%-587.2pp | 425.95%-419.4pp | 217.08%-210.5pp |
| Employer contribution / active EE | $415 | $4,650-91.1% | $3,674-88.7% | $4,299-90.3% |
| Participant deferral / active EE | $1,317 | $4,767-72.4% | $4,083-67.7% | $6,507-79.8% |
| Admin fee / account holder | $16,676 | $6,918+141.1% | $6,065+175.0% | $12,624+32.1% |