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 | $46,350 | $65,409-29.1% | $98,442-52.9% | $85,850-46.0% |
| Participation rate | 28.9% | 65.0%-36.1pp | 73.3%-44.4pp | 69.3%-40.4pp |
| Annual return | 11.02% | 21.76%-10.7pp | 1492.73%-1481.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $960 | $3,166-69.7% | $4,276-77.5% | $3,952-75.7% |
| Admin fee / account holder | $4,090 | $4,593-10.9% | $5,949-31.3% | $6,260-34.7% |