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 | $28,544 | $175,202-83.7% | $149,673-80.9% | $139,434-79.5% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 3.47% | 166.71%-163.2pp | 134.42%-131.0pp | 372.94%-369.5pp |
| Employer contribution / active EE | $1,502 | $5,474-72.6% | $4,818-68.8% | $4,751-68.4% |
| Participant deferral / active EE | $6,052 | $6,519-7.2% | $5,680+6.6% | $6,710-9.8% |
| Admin fee / account holder | $3,313 | $16,150-79.5% | $13,210-74.9% | $11,403-70.9% |