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 7-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 | $35,417 | $58,208-39.2% | $81,812-56.7% | $80,856-56.2% |
| Participation rate | 51.2% | 63.4%-12.3pp | 72.3%-21.2pp | 67.6%-16.5pp |
| Annual return | 10.05% | 41.66%-31.6pp | 773.79%-763.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,014 | $2,340-13.9% | $2,912-30.8% | $2,755-26.9% |
| Participant deferral / active EE | $2,854 | $3,281-13.0% | $4,319-33.9% | $4,296-33.6% |
| Admin fee / account holder | $1,549 | $4,981-68.9% | $7,386-79.0% | $6,918-77.6% |