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 | $30,744 | $102,966-70.1% | $90,281-65.9% | $152,861-79.9% |
| Participation rate | 54.2% | 75.9%-21.7pp | 73.3%-19.1pp | 82.4%-28.3pp |
| Annual return | 4.91% | 95.16%-90.2pp | 78.10%-73.2pp | 345.32%-340.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,708 | $4,281-13.4% | $3,885-4.6% | $5,850-36.6% |
| Admin fee / account holder | $3,145 | $6,171-49.0% | $5,351-41.2% | $11,596-72.9% |