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 | $73,022 | $109,982-33.6% | $97,226-24.9% | $145,922-50.0% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 4.89% | 242.90%-238.0pp | 75.13%-70.2pp | 561.29%-556.4pp |
| Employer contribution / active EE | $1,203 | $3,084-61.0% | $2,729-55.9% | $4,660-74.2% |
| Participant deferral / active EE | $2,060 | $4,676-55.9% | $4,264-51.7% | $6,688-69.2% |
| Admin fee / account holder | $175,650 | $6,221+2723.7% | $5,654+3006.9% | $13,397+1211.1% |