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 | $74,994 | $54,705+37.1% | $71,209+5.3% | $84,808-11.6% |
| Participation rate | 27.4% | 64.1%-36.7pp | 73.8%-46.4pp | 68.3%-40.9pp |
| Annual return | 10.00% | 35.90%-25.9pp | 282.51%-272.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $400 | $2,158-81.5% | $2,721-85.3% | $2,631-84.8% |
| Participant deferral / active EE | $1,252 | $3,030-58.7% | $4,175-70.0% | $4,212-70.3% |
| Admin fee / account holder | $24,679 | $4,863+407.4% | $5,349+361.4% | $7,344+236.1% |