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 | $75,736 | $102,317-26.0% | $146,958-48.5% | $80,856-6.3% |
| Participation rate | 46.6% | 75.8%-29.3pp | 82.2%-35.6pp | 67.6%-21.1pp |
| Annual return | 10.56% | 134.76%-124.2pp | 418.34%-407.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,790 | $3,713-51.8% | $4,933-63.7% | $2,755-35.0% |
| Participant deferral / active EE | $3,160 | $6,644-52.4% | $8,070-60.8% | $4,296-26.4% |
| Admin fee / account holder | $22,702 | $7,941+185.9% | $12,998+74.7% | $6,918+228.2% |