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 | $55,002 | $111,724-50.8% | $93,606-41.2% | $145,922-62.3% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.0pp |
| Annual return | 7.20% | 202.98%-195.8pp | 133.20%-126.0pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,182 | $3,090-61.8% | $2,420-51.2% | $4,660-74.6% |
| Participant deferral / active EE | $1,451 | $4,912-70.5% | $4,411-67.1% | $6,688-78.3% |
| Admin fee / account holder | $842 | $10,250-91.8% | $8,285-89.8% | $13,397-93.7% |