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 | $26,374 | $109,982-76.0% | $97,226-72.9% | $145,922-81.9% |
| Participation rate | 52.6% | 75.9%-23.3pp | 72.7%-20.1pp | 80.3%-27.6pp |
| Annual return | 6.76% | 242.90%-236.1pp | 75.13%-68.4pp | 561.29%-554.5pp |
| Employer contribution / active EE | $961 | $3,084-68.8% | $2,729-64.8% | $4,660-79.4% |
| Participant deferral / active EE | $1,788 | $4,676-61.8% | $4,264-58.1% | $6,688-73.3% |
| Admin fee / account holder | $44,596 | $6,221+616.9% | $5,654+688.8% | $13,397+232.9% |