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 | $57,687 | $73,360-21.4% | $177,989-67.6% | $74,495-22.6% |
| Participation rate | 64.5% | 66.6%-2.2pp | 77.1%-12.6pp | 67.2%-2.7pp |
| Annual return | 10.03% | 17.49%-7.5pp | 294.48%-284.5pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $2,092 | $2,216-5.6% | $3,949-47.0% | $2,623-20.3% |
| Participant deferral / active EE | $4,560 | $4,513+1.0% | $6,276-27.4% | $4,346+4.9% |
| Admin fee / account holder | $24,791 | $1,808+1271.4% | $10,363+139.2% | $1,942+1176.7% |