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 | $78,149 | $27,839+180.7% | $58,482+33.6% | $71,457+9.4% |
| Participation rate | 22.7% | 34.5%-11.9pp | 50.9%-28.2pp | 67.9%-45.2pp |
| Annual return | 13.12% | 26.81%-13.7pp | 4239.32%-4226.2pp | 28.85%-15.7pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $974 | $1,206-19.3% | $1,924-49.4% | $4,289-77.3% |
| Admin fee / account holder | $12,466 | $1,641+659.8% | $2,516+395.5% | $1,587+685.3% |