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 | $47,717 | $70,756-32.6% | $65,493-27.1% | $142,382-66.5% |
| Participation rate | 57.9% | 77.4%-19.5pp | 73.1%-15.2pp | 80.1%-22.2pp |
| Annual return | 5.31% | 1754.89%-1749.6pp | 982.45%-977.1pp | 217.08%-211.8pp |
| Employer contribution / active EE | $3,486 | $2,881+21.0% | $2,574+35.4% | $4,299-18.9% |
| Participant deferral / active EE | $1,770 | $4,637-61.8% | $3,961-55.3% | $6,507-72.8% |
| Admin fee / account holder | $71,815 | $6,559+994.9% | $5,028+1328.2% | $12,624+468.9% |