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 | $49,969 | $109,817-54.5% | $98,442-49.2% | $167,490-70.2% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 7.82% | 1956.69%-1948.9pp | 1492.73%-1484.9pp | 478.56%-470.7pp |
| Employer contribution / active EE | $995 | $3,224-69.1% | $2,960-66.4% | $4,837-79.4% |
| Participant deferral / active EE | $1,133 | $4,673-75.7% | $4,276-73.5% | $6,341-82.1% |
| Admin fee / account holder | $14,331 | $6,753+112.2% | $5,949+140.9% | $12,309+16.4% |