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 | $19,766 | $115,770-82.9% | $101,248-80.5% | $158,922-87.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 3.40% | 56.14%-52.7pp | 46.47%-43.1pp | 302.83%-299.4pp |
| Employer contribution / active EE | $1,191 | $4,175-71.5% | $3,660-67.5% | $4,761-75.0% |
| Participant deferral / active EE | $1,523 | $4,957-69.3% | $4,370-65.2% | $5,982-74.5% |
| Admin fee / account holder | $2,741 | $7,245-62.2% | $5,945-53.9% | $11,246-75.6% |