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 | $35,148 | $114,381-69.3% | $107,525-67.3% | $142,382-75.3% |
| Participation rate | 45.5% | 78.1%-32.7pp | 75.1%-29.6pp | 80.1%-34.7pp |
| Annual return | 5.22% | 242.71%-237.5pp | 181.32%-176.1pp | 217.08%-211.9pp |
| Employer contribution / active EE | $2,022 | $4,015-49.6% | $3,754-46.1% | $4,299-53.0% |
| Participant deferral / active EE | $5,980 | $5,564+7.5% | $5,116+16.9% | $6,507-8.1% |
| Admin fee / account holder | $5,716 | $9,860-42.0% | $8,919-35.9% | $12,624-54.7% |