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 | $31,951 | $183,519-82.6% | $155,509-79.5% | $145,922-78.1% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 1.56% | 61.17%-59.6pp | 64.67%-63.1pp | 561.29%-559.7pp |
| Employer contribution / active EE | $3,612 | $5,313-32.0% | $4,672-22.7% | $4,660-22.5% |
| Participant deferral / active EE | $3,612 | $6,462-44.1% | $5,626-35.8% | $6,688-46.0% |
| Admin fee / account holder | $88,240 | $19,313+356.9% | $15,912+454.6% | $13,397+558.7% |