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 | $27,434 | $118,849-76.9% | $96,562-71.6% | $167,490-83.6% |
| Participation rate | 27.3% | 75.5%-48.2pp | 69.8%-42.5pp | 82.1%-54.8pp |
| Annual return | 6.64% | 50.49%-43.8pp | 37.78%-31.1pp | 478.56%-471.9pp |
| Employer contribution / active EE | $510 | $3,120-83.7% | $2,356-78.4% | $4,837-89.5% |
| Participant deferral / active EE | $2,727 | $4,616-40.9% | $3,849-29.1% | $6,341-57.0% |
| Admin fee / account holder | $5,571 | $8,065-30.9% | $6,181-9.9% | $12,309-54.7% |