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 | $54,278 | $52,406+3.6% | $129,207-58.0% | $74,495-27.1% |
| Participation rate | 26.0% | 53.8%-27.8pp | 69.6%-43.6pp | 67.2%-41.2pp |
| Annual return | 8.86% | 15.66%-6.8pp | 9417.33%-9408.5pp | 1364.94%-1356.1pp |
| Employer contribution / active EE | $580 | $1,531-62.1% | $4,153-86.0% | $2,623-77.9% |
| Participant deferral / active EE | $1,305 | $2,794-53.3% | $4,168-68.7% | $4,346-70.0% |
| Admin fee / account holder | $18,519 | $2,633+603.4% | $7,715+140.1% | $1,942+853.8% |