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 | $22,744 | $88,751-74.4% | $81,812-72.2% | $145,922-84.4% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.3%-10.8pp | 80.3%-18.7pp |
| Annual return | 5.81% | 1025.40%-1019.6pp | 773.79%-768.0pp | 561.29%-555.5pp |
| Employer contribution / active EE | $1,184 | $3,083-61.6% | $2,912-59.3% | $4,660-74.6% |
| Participant deferral / active EE | $2,042 | $4,643-56.0% | $4,319-52.7% | $6,688-69.5% |
| Admin fee / account holder | $18,357 | $8,415+118.1% | $7,386+148.5% | $13,397+37.0% |