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 | $47,862 | $79,171-39.5% | $102,423-53.3% | $74,495-35.8% |
| Participation rate | 57.3% | 74.8%-17.5pp | 76.5%-19.2pp | 67.2%-9.9pp |
| Annual return | 0.11% | 54.93%-54.8pp | 29.32%-29.2pp | 1364.94%-1364.8pp |
| Employer contribution / active EE | $1,038 | $2,362-56.1% | $3,023-65.7% | $2,623-60.4% |
| Participant deferral / active EE | $3,679 | $4,415-16.7% | $5,053-27.2% | $4,346-15.3% |
| Admin fee / account holder | $6,191 | $2,001+209.4% | $9,451-34.5% | $1,942+218.8% |