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 5-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 | $25,716 | $114,047-77.5% | $96,139-73.3% | $167,490-84.6% |
| Participation rate | 20.0% | 75.1%-55.1pp | 68.4%-48.4pp | 82.1%-62.1pp |
| Annual return | 3.45% | 189.88%-186.4pp | 191.94%-188.5pp | 478.56%-475.1pp |
| Employer contribution / active EE | $504 | $3,427-85.3% | $2,797-82.0% | $4,837-89.6% |
| Participant deferral / active EE | $2,520 | $5,194-51.5% | $4,349-42.1% | $6,341-60.3% |
| Admin fee / account holder | $1,806 | $6,897-73.8% | $5,537-67.4% | $12,309-85.3% |