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 | $51,080 | $209,411-75.6% | $178,490-71.4% | $158,922-67.9% |
| Participation rate | 65.2% | 86.3%-21.1pp | 81.9%-16.7pp | 82.0%-16.7pp |
| Annual return | 4.98% | 188.75%-183.8pp | 151.07%-146.1pp | 302.83%-297.8pp |
| Employer contribution / active EE | $1,461 | $5,706-74.4% | $5,011-70.8% | $4,761-69.3% |
| Participant deferral / active EE | $3,453 | $5,954-42.0% | $5,202-33.6% | $5,982-42.3% |
| Admin fee / account holder | $730 | $17,074-95.7% | $13,984-94.8% | $11,246-93.5% |