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 | $36,355 | $111,754-67.5% | $103,333-64.8% | $145,922-75.1% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 2.51% | 24.77%-22.3pp | 24.88%-22.4pp | 561.29%-558.8pp |
| Employer contribution / active EE | $860 | $4,212-79.6% | $3,868-77.8% | $4,660-81.5% |
| Participant deferral / active EE | $4,291 | $5,619-23.6% | $5,057-15.1% | $6,688-35.8% |
| Admin fee / account holder | $15,139 | $9,750+55.3% | $8,355+81.2% | $13,397+13.0% |