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 | $53,017 | $57,281-7.4% | $86,612-38.8% | $75,163-29.5% |
| Participation rate | 12.5% | 63.2%-50.7pp | 71.7%-59.2pp | 67.2%-54.7pp |
| Annual return | 12.43% | 2670.75%-2658.3pp | 591.07%-578.6pp | 160.62%-148.2pp |
| Employer contribution / active EE | $543 | $2,314-76.5% | $3,022-82.0% | $2,670-79.7% |
| Participant deferral / active EE | $1,014 | $3,318-69.4% | $4,438-77.2% | $4,125-75.4% |
| Admin fee / account holder | $28,906 | $4,112+603.0% | $5,614+414.9% | $5,651+411.5% |