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 | $48,165 | $148,534-67.6% | $135,903-64.6% | $139,434-65.5% |
| Participation rate | 29.4% | 83.9%-54.4pp | 81.9%-52.5pp | 80.3%-50.9pp |
| Annual return | 9.25% | 79.19%-69.9pp | 68.23%-59.0pp | 372.94%-363.7pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,875 | $8,100-64.5% | $7,758-62.9% | $6,710-57.2% |
| Admin fee / account holder | $5,389 | $12,400-56.5% | $10,762-49.9% | $11,403-52.7% |