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 | $35,126 | $112,096-68.7% | $95,952-63.4% | $158,922-77.9% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 4.39% | 171.09%-166.7pp | 91.61%-87.2pp | 302.83%-298.4pp |
| Employer contribution / active EE | $2,808 | $3,198-12.2% | $2,541+10.5% | $4,761-41.0% |
| Participant deferral / active EE | $2,943 | $4,784-38.5% | $4,167-29.4% | $5,982-50.8% |
| Admin fee / account holder | $26,071 | $10,130+157.4% | $6,795+283.6% | $11,246+131.8% |