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 | $77,001 | $56,053+37.4% | $75,972+1.4% | $80,856-4.8% |
| Participation rate | 12.5% | 62.0%-49.5pp | 69.1%-56.6pp | 67.6%-55.1pp |
| Annual return | 6.69% | 20.53%-13.8pp | 359.55%-352.9pp | 35.59%-28.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,143 | $3,052-62.6% | $4,255-73.1% | $4,296-73.4% |
| Admin fee / account holder | $52,282 | $5,234+899.0% | $6,467+708.5% | $6,918+655.7% |