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 | $33,960 | $104,251-67.4% | $91,001-62.7% | $147,584-77.0% |
| Participation rate | 62.5% | 78.2%-15.7pp | 75.6%-13.1pp | 82.8%-20.3pp |
| Annual return | 8.56% | 27.06%-18.5pp | 4.60%+4.0pp | 578.55%-570.0pp |
| Employer contribution / active EE | $995 | $3,116-68.1% | $2,456-59.5% | $4,876-79.6% |
| Participant deferral / active EE | $1,645 | $4,195-60.8% | $3,547-53.6% | $5,439-69.8% |
| Admin fee / account holder | $18,346 | $8,948+105.0% | $5,417+238.7% | $10,885+68.5% |