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 7-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 | $48,689 | $29,660+64.2% | $56,411-13.7% | $80,856-39.8% |
| Participation rate | 56.0% | 41.6%+14.4pp | 52.5%+3.5pp | 67.6%-11.6pp |
| Annual return | 9.02% | 35.23%-26.2pp | 1701.33%-1692.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $792 | $669+18.3% | $1,039-23.7% | $2,755-71.2% |
| Participant deferral / active EE | $4,009 | $1,226+227.0% | $1,952+105.4% | $4,296-6.7% |
| Admin fee / account holder | $600 | $2,428-75.3% | $2,829-78.8% | $6,918-91.3% |