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 | $13,641 | $88,751-84.6% | $81,812-83.3% | $145,922-90.7% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 7.85% | 1025.40%-1017.5pp | 773.79%-765.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $920 | $3,083-70.2% | $2,912-68.4% | $4,660-80.3% |
| Participant deferral / active EE | $1,495 | $4,643-67.8% | $4,319-65.4% | $6,688-77.6% |
| Admin fee / account holder | $7,279 | $8,415-13.5% | $7,386-1.4% | $13,397-45.7% |