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 7-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 | $39,356 | $104,664-62.4% | $85,682-54.1% | $167,490-76.5% |
| Participation rate | 16.7% | 76.4%-59.7pp | 69.9%-53.2pp | 82.1%-65.4pp |
| Annual return | 6.96% | 21.45%-14.5pp | 21.49%-14.5pp | 478.56%-471.6pp |
| Employer contribution / active EE | $1,709 | $3,337-48.8% | $2,618-34.7% | $4,837-64.7% |
| Participant deferral / active EE | $3,021 | $4,824-37.4% | $3,923-23.0% | $6,341-52.4% |
| Admin fee / account holder | $67,722 | $10,032+575.1% | $6,873+885.3% | $12,309+450.2% |