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 | $72,113 | $105,998-32.0% | $92,233-21.8% | $147,584-51.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 7.86% | 50.05%-42.2pp | 176.28%-168.4pp | 578.55%-570.7pp |
| Employer contribution / active EE | $835 | $4,333-80.7% | $3,679-77.3% | $4,876-82.9% |
| Participant deferral / active EE | $2,240 | $4,478-50.0% | $3,897-42.5% | $5,439-58.8% |
| Admin fee / account holder | $11,066 | $6,332+74.8% | $5,194+113.1% | $10,885+1.7% |