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 5-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 | $67,418 | $29,660+127.3% | $56,411+19.5% | $80,856-16.6% |
| Participation rate | 7.4% | 41.6%-34.2pp | 52.5%-45.1pp | 67.6%-60.2pp |
| Annual return | 8.02% | 35.23%-27.2pp | 1701.33%-1693.3pp | 35.59%-27.6pp |
| Employer contribution / active EE | $397 | $669-40.7% | $1,039-61.8% | $2,755-85.6% |
| Participant deferral / active EE | $2,490 | $1,226+103.1% | $1,952+27.6% | $4,296-42.0% |
| Admin fee / account holder | $37,001 | $2,428+1424.2% | $2,829+1208.0% | $6,918+434.9% |