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 | $22,839 | $159,901-85.7% | $146,958-84.5% | $145,922-84.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 9.49% | 98.13%-88.6pp | 418.34%-408.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,267 | $5,286-76.0% | $4,933-74.3% | $4,660-72.8% |
| Participant deferral / active EE | $4,909 | $8,428-41.8% | $8,070-39.2% | $6,688-26.6% |
| Admin fee / account holder | $2,360 | $15,044-84.3% | $12,998-81.8% | $13,397-82.4% |