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 | $25,563 | $99,020-74.2% | $86,590-70.5% | $147,584-82.7% |
| Participation rate | 53.3% | 76.3%-23.0pp | 73.5%-20.2pp | 82.8%-29.5pp |
| Annual return | 7.18% | 1312.34%-1305.2pp | 964.84%-957.7pp | 578.55%-571.4pp |
| Employer contribution / active EE | $554 | $3,132-82.3% | $2,839-80.5% | $4,876-88.6% |
| Participant deferral / active EE | $739 | $3,972-81.4% | $3,609-79.5% | $5,439-86.4% |
| Admin fee / account holder | $2,171 | $5,710-62.0% | $4,906-55.7% | $10,885-80.1% |