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 | $55,578 | $70,756-21.5% | $65,493-15.1% | $142,382-61.0% |
| Participation rate | 53.8% | 77.4%-23.5pp | 73.1%-19.2pp | 80.1%-26.3pp |
| Annual return | 9.65% | 1754.89%-1745.2pp | 982.45%-972.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,371 | $2,881-17.7% | $2,574-7.9% | $4,299-44.8% |
| Participant deferral / active EE | $3,990 | $4,637-14.0% | $3,961+0.7% | $6,507-38.7% |
| Admin fee / account holder | $45,854 | $6,559+599.1% | $5,028+811.9% | $12,624+263.2% |