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 7-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 | $87,550 | $29,548+196.3% | $56,411+55.2% | $77,643+12.8% |
| Participation rate | 16.2% | 32.7%-16.5pp | 52.5%-36.3pp | 70.6%-54.4pp |
| Annual return | 9.64% | 19.01%-9.4pp | 1701.33%-1691.7pp | 31.24%-21.6pp |
| Employer contribution / active EE | $164 | $568-71.2% | $1,039-84.2% | $2,726-94.0% |
| Participant deferral / active EE | $946 | $1,061-10.8% | $1,952-51.5% | $4,647-79.6% |
| Admin fee / account holder | $1,203 | $1,046+15.0% | $2,829-57.5% | $430+179.4% |