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 | $48,828 | $31,679+54.1% | $74,701-34.6% | $65,185-25.1% |
| Participation rate | 14.9% | 40.4%-25.5pp | 54.5%-39.6pp | 70.2%-55.3pp |
| Annual return | 2.58% | 39.04%-36.5pp | 752.92%-750.3pp | 29.38%-26.8pp |
| Employer contribution / active EE | $400 | $566-29.3% | $1,084-63.1% | $2,177-81.6% |
| Participant deferral / active EE | $892 | $1,191-25.1% | $1,964-54.6% | $3,514-74.6% |
| Admin fee / account holder | $3,964 | $379+946.4% | $3,333+18.9% | $847+368.0% |