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 | $54,830 | $30,400+80.4% | $53,898+1.7% | $84,808-35.3% |
| Participation rate | 18.2% | 46.4%-28.3pp | 55.0%-36.8pp | 68.3%-50.1pp |
| Annual return | 11.69% | 500.19%-488.5pp | 528.60%-516.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $562 | $1,199-53.1% | $1,826-69.2% | $4,212-86.7% |
| Admin fee / account holder | $1,638 | $1,993-17.8% | $2,491-34.2% | $7,344-77.7% |