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 | $31,782 | $157,256-79.8% | $141,162-77.5% | $152,861-79.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 10.85% | 64.32%-53.5pp | 71.39%-60.5pp | 345.32%-334.5pp |
| Employer contribution / active EE | $4,422 | $5,261-16.0% | $4,735-6.6% | $4,762-7.2% |
| Participant deferral / active EE | $5,262 | $7,109-26.0% | $6,709-21.6% | $5,850-10.0% |
| Admin fee / account holder | $123,446 | $12,120+918.5% | $10,261+1103.0% | $11,596+964.5% |