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 | $47,368 | $105,998-55.3% | $92,233-48.6% | $147,584-67.9% |
| Participation rate | 46.2% | 80.4%-34.3pp | 76.5%-30.3pp | 82.8%-36.7pp |
| Annual return | 8.75% | 50.05%-41.3pp | 176.28%-167.5pp | 578.55%-569.8pp |
| Employer contribution / active EE | $701 | $4,333-83.8% | $3,679-80.9% | $4,876-85.6% |
| Participant deferral / active EE | $1,934 | $4,478-56.8% | $3,897-50.4% | $5,439-64.4% |
| Admin fee / account holder | $404 | $6,332-93.6% | $5,194-92.2% | $10,885-96.3% |