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 | $109,907 | $30,400+261.5% | $53,898+103.9% | $84,808+29.6% |
| Participation rate | 8.0% | 46.4%-38.4pp | 55.0%-47.0pp | 68.3%-60.3pp |
| Annual return | 12.13% | 500.19%-488.1pp | 528.60%-516.5pp | 40.90%-28.8pp |
| Employer contribution / active EE | $148 | $603-75.4% | $932-84.1% | $2,631-94.4% |
| Participant deferral / active EE | $863 | $1,199-28.0% | $1,826-52.7% | $4,212-79.5% |
| Admin fee / account holder | $75,000 | $1,993+3662.6% | $2,491+2911.1% | $7,344+921.3% |