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 | $47,277 | $111,724-57.7% | $93,606-49.5% | $145,922-67.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 7.31% | 202.98%-195.7pp | 133.20%-125.9pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,068 | $3,090-65.4% | $2,420-55.9% | $4,660-77.1% |
| Participant deferral / active EE | $1,215 | $4,912-75.3% | $4,411-72.5% | $6,688-81.8% |
| Admin fee / account holder | $30,030 | $10,250+193.0% | $8,285+262.5% | $13,397+124.2% |