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 | $26,039 | $228,332-88.6% | $185,823-86.0% | $158,922-83.6% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 1.57% | 40.80%-39.2pp | 35.95%-34.4pp | 302.83%-301.3pp |
| Employer contribution / active EE | $2,527 | $4,967-49.1% | $4,087-38.2% | $4,761-46.9% |
| Participant deferral / active EE | $3,160 | $6,415-50.7% | $5,632-43.9% | $5,982-47.2% |
| Admin fee / account holder | $92,476 | $11,864+679.5% | $9,500+873.4% | $11,246+722.3% |