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 5-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 | $38,988 | $88,083-55.7% | $164,813-76.3% | $74,495-47.7% |
| Participation rate | 67.5% | 73.0%-5.6pp | 78.6%-11.1pp | 67.2%+0.3pp |
| Annual return | 11.41% | 17.26%-5.9pp | 69.93%-58.5pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,725 | $2,593-33.5% | $4,341-60.3% | $2,623-34.2% |
| Participant deferral / active EE | $2,648 | $4,498-41.1% | $6,031-56.1% | $4,346-39.1% |
| Admin fee / account holder | $8,209 | $2,234+267.5% | $12,690-35.3% | $1,942+322.8% |