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 | $24,341 | $102,828-76.3% | $105,387-76.9% | $152,861-84.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 8.76% | 20.85%-12.1pp | 26.82%-18.1pp | 345.32%-336.6pp |
| Employer contribution / active EE | $1,765 | $4,473-60.5% | $4,213-58.1% | $4,762-62.9% |
| Participant deferral / active EE | $2,391 | $5,465-56.2% | $5,502-56.5% | $5,850-59.1% |
| Admin fee / account holder | $14,066 | $8,683+62.0% | $6,559+114.5% | $11,596+21.3% |