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 | $34,261 | $27,915+22.7% | $58,482-41.4% | $75,163-54.4% |
| Participation rate | 25.0% | 38.8%-13.8pp | 50.9%-25.9pp | 67.2%-42.2pp |
| Annual return | 9.18% | 44.20%-35.0pp | 4239.32%-4230.1pp | 160.62%-151.4pp |
| Employer contribution / active EE | $186 | $669-72.2% | $1,053-82.4% | $2,670-93.0% |
| Participant deferral / active EE | $774 | $1,201-35.6% | $1,924-59.8% | $4,125-81.2% |
| Admin fee / account holder | $7,776 | $1,726+350.6% | $2,516+209.1% | $5,651+37.6% |