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 | $52,867 | $57,281-7.7% | $86,612-39.0% | $75,163-29.7% |
| Participation rate | 55.6% | 63.2%-7.6pp | 71.7%-16.1pp | 67.2%-11.6pp |
| Annual return | 13.11% | 2670.75%-2657.6pp | 591.07%-578.0pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,891 | $2,314-18.3% | $3,022-37.4% | $2,670-29.2% |
| Participant deferral / active EE | $2,465 | $3,318-25.7% | $4,438-44.5% | $4,125-40.3% |
| Admin fee / account holder | $564 | $4,112-86.3% | $5,614-90.0% | $5,651-90.0% |