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 | $48,346 | $89,355-45.9% | $141,162-65.8% | $72,985-33.8% |
| Participation rate | 28.1% | 75.1%-47.0pp | 82.5%-54.3pp | 69.5%-41.4pp |
| Annual return | 17.58% | 111.85%-94.3pp | 71.39%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,697 | $5,418-31.8% | $6,709-44.9% | $3,607+2.5% |
| Admin fee / account holder | $68,167 | $5,958+1044.1% | $10,261+564.3% | $5,124+1230.3% |