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 | $68,569 | $210,648-67.4% | $177,989-61.5% | $145,922-53.0% |
| Participation rate | 47.8% | 80.8%-32.9pp | 77.1%-29.3pp | 80.3%-32.5pp |
| Annual return | 7.01% | 385.86%-378.9pp | 294.48%-287.5pp | 561.29%-554.3pp |
| Employer contribution / active EE | $1,900 | $4,565-58.4% | $3,949-51.9% | $4,660-59.2% |
| Participant deferral / active EE | $3,188 | $6,958-54.2% | $6,276-49.2% | $6,688-52.3% |
| Admin fee / account holder | $28,725 | $12,013+139.1% | $10,363+177.2% | $13,397+114.4% |