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 5-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 | $22,714 | $111,754-79.7% | $103,333-78.0% | $145,922-84.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 7.33% | 24.77%-17.4pp | 24.88%-17.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,548 | $4,212-63.2% | $3,868-60.0% | $4,660-66.8% |
| Participant deferral / active EE | $4,126 | $5,619-26.6% | $5,057-18.4% | $6,688-38.3% |
| Admin fee / account holder | $2,121 | $9,750-78.2% | $8,355-74.6% | $13,397-84.2% |