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 | $45,562 | $29,660+53.6% | $56,411-19.2% | $80,856-43.7% |
| Participation rate | 65.8% | 41.6%+24.1pp | 52.5%+13.3pp | 67.6%-1.8pp |
| Annual return | 10.28% | 35.23%-25.0pp | 1701.33%-1691.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,722 | $669+157.2% | $1,039+65.8% | $2,755-37.5% |
| Participant deferral / active EE | $3,699 | $1,226+201.7% | $1,952+89.5% | $4,296-13.9% |
| Admin fee / account holder | $36,041 | $2,428+1384.7% | $2,829+1174.1% | $6,918+421.0% |