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 | $34,916 | $75,163-53.5% | $57,736-39.5% | $75,163-53.5% |
| Participation rate | 41.7% | 67.2%-25.5pp | 64.8%-23.1pp | 67.2%-25.5pp |
| Annual return | 13.21% | 160.62%-147.4pp | 43.59%-30.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,116 | $2,670-58.2% | $2,452-54.5% | $2,670-58.2% |
| Participant deferral / active EE | $1,736 | $4,125-57.9% | $4,672-62.8% | $4,125-57.9% |
| Admin fee / account holder | $12,718 | $5,651+125.1% | $1,502+746.6% | $5,651+125.1% |