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 | $25,450 | $96,635-73.7% | $86,612-70.6% | $139,434-81.7% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 5.68% | 106.41%-100.7pp | 591.07%-585.4pp | 372.94%-367.3pp |
| Employer contribution / active EE | $1,033 | $3,263-68.3% | $3,022-65.8% | $4,751-78.3% |
| Participant deferral / active EE | $1,041 | $4,836-78.5% | $4,438-76.5% | $6,710-84.5% |
| Admin fee / account holder | $49,246 | $6,408+668.5% | $5,614+777.2% | $11,403+331.9% |