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 | $47,792 | $88,751-46.2% | $81,812-41.6% | $145,922-67.2% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 4.65% | 1025.40%-1020.7pp | 773.79%-769.1pp | 561.29%-556.6pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,040 | $4,643-77.6% | $4,319-75.9% | $6,688-84.4% |
| Admin fee / account holder | $8,273 | $8,415-1.7% | $7,386+12.0% | $13,397-38.2% |