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 | $45,626 | $88,751-48.6% | $81,812-44.2% | $145,922-68.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 5.40% | 1025.40%-1020.0pp | 773.79%-768.4pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,346 | $3,083-56.4% | $2,912-53.8% | $4,660-71.1% |
| Participant deferral / active EE | $2,012 | $4,643-56.7% | $4,319-53.4% | $6,688-69.9% |
| Admin fee / account holder | $485 | $8,415-94.2% | $7,386-93.4% | $13,397-96.4% |