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 | $49,387 | $98,750-50.0% | $149,696-67.0% | $79,858-38.2% |
| Participation rate | 59.1% | 75.8%-16.7pp | 82.5%-23.4pp | 69.6%-10.5pp |
| Annual return | -14.01% | 27.43%-41.4pp | 276.60%-290.6pp | 31.71%-45.7pp |
| Employer contribution / active EE | $3,506 | $3,216+9.0% | $4,644-24.5% | $2,471+41.9% |
| Participant deferral / active EE | $9,463 | $5,680+66.6% | $6,842+38.3% | $3,740+153.0% |
| Admin fee / account holder | $9,993 | $6,053+65.1% | $9,309+7.4% | $5,306+88.3% |