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 | $47,048 | $48,570-3.1% | $130,648-64.0% | $72,985-35.5% |
| Participation rate | 32.1% | 58.6%-26.5pp | 71.7%-39.7pp | 69.5%-37.4pp |
| Annual return | 3.18% | 38.63%-35.5pp | 1708.96%-1705.8pp | 81.00%-77.8pp |
| Employer contribution / active EE | $984 | $1,334-26.3% | $4,092-76.0% | $2,440-59.7% |
| Participant deferral / active EE | $1,397 | $2,384-41.4% | $3,603-61.2% | $3,607-61.3% |
| Admin fee / account holder | $16,750 | $3,549+372.0% | $5,464+206.5% | $5,124+226.9% |