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 | $53,189 | $99,877-46.7% | $84,966-37.4% | $145,922-63.5% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 7.40% | 83.76%-76.4pp | 66.38%-59.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $690 | $3,231-78.7% | $2,727-74.7% | $4,660-85.2% |
| Participant deferral / active EE | $1,095 | $5,291-79.3% | $4,519-75.8% | $6,688-83.6% |
| Admin fee / account holder | $28,153 | $7,248+288.4% | $6,149+357.9% | $13,397+110.1% |