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 | $62,536 | $52,406+19.3% | $129,207-51.6% | $74,495-16.1% |
| Participation rate | 33.9% | 53.8%-19.9pp | 69.6%-35.7pp | 67.2%-33.3pp |
| Annual return | 6.64% | 15.66%-9.0pp | 9417.33%-9410.7pp | 1364.94%-1358.3pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,344 | $2,794-51.9% | $4,168-67.7% | $4,346-69.1% |
| Admin fee / account holder | $33,754 | $2,633+1182.0% | $7,715+337.5% | $1,942+1638.4% |