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 | $52,811 | $87,013-39.3% | $106,213-50.3% | $80,856-34.7% |
| Participation rate | 62.9% | 70.4%-7.6pp | 75.3%-12.4pp | 67.6%-4.8pp |
| Annual return | 9.59% | 17.05%-7.5pp | 116.14%-106.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,031 | $2,395-56.9% | $3,171-67.5% | $2,755-62.6% |
| Participant deferral / active EE | $2,212 | $3,986-44.5% | $5,016-55.9% | $4,296-48.5% |
| Admin fee / account holder | $18,280 | $8,431+116.8% | $11,033+65.7% | $6,918+164.2% |