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 | $46,471 | $96,635-51.9% | $86,612-46.3% | $139,434-66.7% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 10.41% | 106.41%-96.0pp | 591.07%-580.7pp | 372.94%-362.5pp |
| Employer contribution / active EE | $1,196 | $3,263-63.4% | $3,022-60.4% | $4,751-74.8% |
| Participant deferral / active EE | $1,268 | $4,836-73.8% | $4,438-71.4% | $6,710-81.1% |
| Admin fee / account holder | $1,755 | $6,408-72.6% | $5,614-68.7% | $11,403-84.6% |