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 3-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 | $34,109 | $175,202-80.5% | $149,673-77.2% | $139,434-75.5% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 9.36% | 166.71%-157.3pp | 134.42%-125.1pp | 372.94%-363.6pp |
| Employer contribution / active EE | $1,565 | $5,474-71.4% | $4,818-67.5% | $4,751-67.1% |
| Participant deferral / active EE | $3,275 | $6,519-49.8% | $5,680-42.3% | $6,710-51.2% |
| Admin fee / account holder | $136,435 | $16,150+744.8% | $13,210+932.8% | $11,403+1096.5% |