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 | $56,127 | $83,902-33.1% | $167,512-66.5% | $84,808-33.8% |
| Participation rate | 8.9% | 66.5%-57.5pp | 77.1%-68.1pp | 68.3%-59.4pp |
| Annual return | 8.47% | 91.55%-83.1pp | 1615.79%-1607.3pp | 40.90%-32.4pp |
| Employer contribution / active EE | $966 | $2,264-57.3% | $3,882-75.1% | $2,631-63.3% |
| Participant deferral / active EE | $2,054 | $4,442-53.8% | $6,405-67.9% | $4,212-51.2% |
| Admin fee / account holder | $47,550 | $7,915+500.8% | $9,769+386.7% | $7,344+547.5% |