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 | $29,433 | $29,660-0.8% | $56,411-47.8% | $80,856-63.6% |
| Participation rate | 67.9% | 41.6%+26.2pp | 52.5%+15.4pp | 67.6%+0.2pp |
| Annual return | 8.44% | 35.23%-26.8pp | 1701.33%-1692.9pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,028 | $669+53.6% | $1,039-1.0% | $2,755-62.7% |
| Participant deferral / active EE | $2,076 | $1,226+69.3% | $1,952+6.3% | $4,296-51.7% |
| Admin fee / account holder | $70,609 | $2,428+2808.7% | $2,829+2396.1% | $6,918+920.7% |