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 | $32,544 | $159,602-79.6% | $150,045-78.3% | $142,382-77.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 11.79% | 70.24%-58.5pp | 62.55%-50.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $5,391 | $4,961+8.7% | $4,693+14.9% | $4,299+25.4% |
| Participant deferral / active EE | $26,876 | $8,310+223.4% | $7,997+236.1% | $6,507+313.0% |
| Admin fee / account holder | $24,989 | $14,846+68.3% | $13,435+86.0% | $12,624+98.0% |