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 | $52,038 | $74,888-30.5% | $71,209-26.9% | $142,382-63.5% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 4.21% | 345.14%-340.9pp | 282.51%-278.3pp | 217.08%-212.9pp |
| Employer contribution / active EE | $452 | $2,854-84.2% | $2,721-83.4% | $4,299-89.5% |
| Participant deferral / active EE | $1,299 | $4,454-70.8% | $4,175-68.9% | $6,507-80.0% |
| Admin fee / account holder | $133,009 | $5,568+2288.7% | $5,349+2386.7% | $12,624+953.6% |