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 | $53,600 | $34,308+56.2% | $74,701-28.2% | $72,985-26.6% |
| Participation rate | 21.1% | 42.4%-21.3pp | 54.5%-33.3pp | 69.5%-48.4pp |
| Annual return | 12.63% | 26.58%-14.0pp | 752.92%-740.3pp | 81.00%-68.4pp |
| Employer contribution / active EE | $625 | $692-9.6% | $1,084-42.3% | $2,440-74.4% |
| Participant deferral / active EE | $1,786 | $1,271+40.5% | $1,964-9.0% | $3,607-50.5% |
| Admin fee / account holder | $36,980 | $2,124+1640.9% | $3,333+1009.5% | $5,124+621.7% |