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 | $35,863 | $96,635-62.9% | $86,612-58.6% | $139,434-74.3% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 7.96% | 106.41%-98.4pp | 591.07%-583.1pp | 372.94%-365.0pp |
| Employer contribution / active EE | $904 | $3,263-72.3% | $3,022-70.1% | $4,751-81.0% |
| Participant deferral / active EE | $1,130 | $4,836-76.6% | $4,438-74.5% | $6,710-83.2% |
| Admin fee / account holder | $3,190 | $6,408-50.2% | $5,614-43.2% | $11,403-72.0% |