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 | $20,012 | $158,398-87.4% | $126,539-84.2% | $142,382-85.9% |
| Participation rate | 57.1% | 75.8%-18.7pp | 69.8%-12.7pp | 80.1%-23.0pp |
| Annual return | 5.43% | 593.76%-588.3pp | 425.95%-420.5pp | 217.08%-211.7pp |
| Employer contribution / active EE | $930 | $4,650-80.0% | $3,674-74.7% | $4,299-78.4% |
| Participant deferral / active EE | $2,395 | $4,767-49.7% | $4,083-41.3% | $6,507-63.2% |
| Admin fee / account holder | $12,736 | $6,918+84.1% | $6,065+110.0% | $12,624+0.9% |