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 | $55,950 | $56,053-0.2% | $75,972-26.4% | $80,856-30.8% |
| Participation rate | 55.6% | 62.0%-6.5pp | 69.1%-13.5pp | 67.6%-12.1pp |
| Annual return | 8.37% | 20.53%-12.2pp | 359.55%-351.2pp | 35.59%-27.2pp |
| Employer contribution / active EE | $694 | $1,874-62.9% | $2,685-74.1% | $2,755-74.8% |
| Participant deferral / active EE | $1,604 | $3,052-47.4% | $4,255-62.3% | $4,296-62.7% |
| Admin fee / account holder | $16,378 | $5,234+212.9% | $6,467+153.3% | $6,918+136.7% |