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 | $94,024 | $63,861+47.2% | $104,607-10.1% | $79,858+17.7% |
| Participation rate | 15.4% | 64.9%-49.5pp | 74.1%-58.7pp | 69.6%-54.2pp |
| Annual return | 8.59% | 21.30%-12.7pp | 340.46%-331.9pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,189 | $2,693-55.9% | $3,740-68.2% | $3,740-68.2% |
| Admin fee / account holder | $8,182 | $4,185+95.5% | $6,473+26.4% | $5,306+54.2% |