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 | $44,365 | $114,381-61.2% | $107,525-58.7% | $142,382-68.8% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.1%-45.1pp | 80.1%-50.1pp |
| Annual return | 5.39% | 242.71%-237.3pp | 181.32%-175.9pp | 217.08%-211.7pp |
| Employer contribution / active EE | $1,203 | $4,015-70.0% | $3,754-68.0% | $4,299-72.0% |
| Participant deferral / active EE | $3,632 | $5,564-34.7% | $5,116-29.0% | $6,507-44.2% |
| Admin fee / account holder | $120,985 | $9,860+1127.0% | $8,919+1256.5% | $12,624+858.4% |