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 | $35,022 | $90,348-61.2% | $75,972-53.9% | $145,922-76.0% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 6.83% | 620.88%-614.1pp | 359.55%-352.7pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,694 | $3,311-48.8% | $2,685-36.9% | $4,660-63.6% |
| Participant deferral / active EE | $2,677 | $5,162-48.1% | $4,255-37.1% | $6,688-60.0% |
| Admin fee / account holder | $24,102 | $8,467+184.7% | $6,467+272.7% | $13,397+79.9% |