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 | $62,020 | $104,974-40.9% | $95,585-35.1% | $142,382-56.4% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 9.11% | 210.33%-201.2pp | 38.56%-29.4pp | 217.08%-208.0pp |
| Employer contribution / active EE | $1,940 | $2,779-30.2% | $2,527-23.2% | $4,299-54.9% |
| Participant deferral / active EE | $5,920 | $4,352+36.0% | $4,023+47.2% | $6,507-9.0% |
| Admin fee / account holder | $33,973 | $6,386+432.0% | $6,127+454.4% | $12,624+169.1% |