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 4-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 | $65,680 | $29,660+121.4% | $56,411+16.4% | $80,856-18.8% |
| Participation rate | 13.8% | 41.6%-27.9pp | 52.5%-38.7pp | 67.6%-53.8pp |
| Annual return | 8.20% | 35.23%-27.0pp | 1701.33%-1693.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $167 | $669-75.0% | $1,039-83.9% | $2,755-93.9% |
| Participant deferral / active EE | $2,018 | $1,226+64.6% | $1,952+3.4% | $4,296-53.0% |
| Admin fee / account holder | $929 | $2,428-61.8% | $2,829-67.2% | $6,918-86.6% |