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 | $33,331 | $121,625-72.6% | $104,607-68.1% | $158,922-79.0% |
| Participation rate | 69.2% | 77.5%-8.3pp | 74.1%-4.8pp | 82.0%-12.7pp |
| Annual return | 2.50% | 465.26%-462.8pp | 340.46%-338.0pp | 302.83%-300.3pp |
| Employer contribution / active EE | $1,312 | $3,163-58.5% | $2,681-51.0% | $4,761-72.4% |
| Participant deferral / active EE | $2,479 | $4,177-40.7% | $3,740-33.7% | $5,982-58.6% |
| Admin fee / account holder | $825 | $7,787-89.4% | $6,473-87.3% | $11,246-92.7% |