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 | $31,519 | $58,208-45.9% | $81,812-61.5% | $80,856-61.0% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.3%-22.3pp | 67.6%-17.6pp |
| Annual return | 9.76% | 41.66%-31.9pp | 773.79%-764.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $418 | $2,340-82.1% | $2,912-85.6% | $2,755-84.8% |
| Participant deferral / active EE | $996 | $3,281-69.6% | $4,319-76.9% | $4,296-76.8% |
| Admin fee / account holder | $6,187 | $4,981+24.2% | $7,386-16.2% | $6,918-10.6% |