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 | $42,017 | $126,574-66.8% | $106,213-60.4% | $145,922-71.2% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 4.11% | 224.79%-220.7pp | 116.14%-112.0pp | 561.29%-557.2pp |
| Employer contribution / active EE | $1,810 | $3,730-51.5% | $3,171-42.9% | $4,660-61.2% |
| Participant deferral / active EE | $2,097 | $5,724-63.4% | $5,016-58.2% | $6,688-68.6% |
| Admin fee / account holder | $488 | $17,304-97.2% | $11,033-95.6% | $13,397-96.4% |