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 | $55,334 | $30,400+82.0% | $53,898+2.7% | $84,808-34.8% |
| Participation rate | 31.3% | 46.4%-15.2pp | 55.0%-23.7pp | 68.3%-37.1pp |
| Annual return | 14.05% | 500.19%-486.1pp | 528.60%-514.6pp | 40.90%-26.8pp |
| Employer contribution / active EE | $126 | $603-79.0% | $932-86.4% | $2,631-95.2% |
| Participant deferral / active EE | $952 | $1,199-20.5% | $1,826-47.8% | $4,212-77.4% |
| Admin fee / account holder | $3,498 | $1,993+75.5% | $2,491+40.4% | $7,344-52.4% |