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 | $80,016 | $124,319-35.6% | $111,297-28.1% | $167,490-52.2% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 8.14% | 37.44%-29.3pp | 54.65%-46.5pp | 478.56%-470.4pp |
| Employer contribution / active EE | $1,315 | $3,435-61.7% | $2,731-51.8% | $4,837-72.8% |
| Participant deferral / active EE | $12,256 | $5,180+136.6% | $4,487+173.1% | $6,341+93.3% |
| Admin fee / account holder | $195,439 | $10,618+1740.6% | $7,964+2354.1% | $12,309+1487.8% |