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 | $53,698 | $48,795+10.0% | $65,493-18.0% | $84,808-36.7% |
| Participation rate | 25.0% | 67.0%-42.0pp | 73.1%-48.1pp | 68.3%-43.3pp |
| Annual return | 9.55% | 20.20%-10.7pp | 982.45%-972.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,782 | $2,928-39.2% | $3,961-55.0% | $4,212-57.7% |
| Admin fee / account holder | $11,768 | $3,877+203.5% | $5,028+134.0% | $7,344+60.2% |