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 | $74,122 | $109,817-32.5% | $98,442-24.7% | $167,490-55.7% |
| Participation rate | 31.6% | 75.8%-44.2pp | 73.3%-41.8pp | 82.1%-50.5pp |
| Annual return | 9.17% | 1956.69%-1947.5pp | 1492.73%-1483.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $940 | $3,224-70.8% | $2,960-68.2% | $4,837-80.6% |
| Participant deferral / active EE | $1,322 | $4,673-71.7% | $4,276-69.1% | $6,341-79.2% |
| Admin fee / account holder | $14,754 | $6,753+118.5% | $5,949+148.0% | $12,309+19.9% |