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 | $48,487 | $210,648-77.0% | $177,989-72.8% | $145,922-66.8% |
| Participation rate | 54.5% | 80.8%-26.2pp | 77.1%-22.5pp | 80.3%-25.7pp |
| Annual return | 7.14% | 385.86%-378.7pp | 294.48%-287.3pp | 561.29%-554.1pp |
| Employer contribution / active EE | $966 | $4,565-78.8% | $3,949-75.5% | $4,660-79.3% |
| Participant deferral / active EE | $1,945 | $6,958-72.1% | $6,276-69.0% | $6,688-70.9% |
| Admin fee / account holder | $28,901 | $12,013+140.6% | $10,363+178.9% | $13,397+115.7% |