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 | $36,793 | $89,355-58.8% | $141,162-73.9% | $72,985-49.6% |
| Participation rate | 20.0% | 75.1%-55.1pp | 82.5%-62.5pp | 69.5%-49.5pp |
| Annual return | 4.84% | 111.85%-107.0pp | 71.39%-66.6pp | 81.00%-76.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,598 | $5,418-52.0% | $6,709-61.3% | $3,607-28.0% |
| Admin fee / account holder | $5,608 | $5,958-5.9% | $10,261-45.3% | $5,124+9.4% |