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 | $72,895 | $34,308+112.5% | $74,701-2.4% | $72,985-0.1% |
| Participation rate | 68.0% | 42.4%+25.6pp | 54.5%+13.5pp | 69.5%-1.5pp |
| Annual return | 7.52% | 26.58%-19.1pp | 752.92%-745.4pp | 81.00%-73.5pp |
| Employer contribution / active EE | $329 | $692-52.4% | $1,084-69.6% | $2,440-86.5% |
| Participant deferral / active EE | $1,765 | $1,271+38.8% | $1,964-10.1% | $3,607-51.1% |
| Admin fee / account holder | $43,312 | $2,124+1939.0% | $3,333+1199.5% | $5,124+745.2% |