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 | $33,681 | $104,907-67.9% | $84,611-60.2% | $152,861-78.0% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.4%-19.9pp |
| Annual return | 9.84% | 373.79%-364.0pp | 258.74%-248.9pp | 345.32%-335.5pp |
| Employer contribution / active EE | $2,205 | $3,302-33.2% | $2,652-16.9% | $4,762-53.7% |
| Participant deferral / active EE | $3,242 | $4,688-30.8% | $3,899-16.8% | $5,850-44.6% |
| Admin fee / account holder | $8,866 | $6,241+42.1% | $4,912+80.5% | $11,596-23.5% |