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 9-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 | $45,269 | $29,660+52.6% | $56,411-19.8% | $80,856-44.0% |
| Participation rate | 42.9% | 41.6%+1.2pp | 52.5%-9.6pp | 67.6%-24.8pp |
| Annual return | 10.57% | 35.23%-24.7pp | 1701.33%-1690.8pp | 35.59%-25.0pp |
| Employer contribution / active EE | $823 | $669+22.9% | $1,039-20.8% | $2,755-70.1% |
| Participant deferral / active EE | $3,071 | $1,226+150.5% | $1,952+57.3% | $4,296-28.5% |
| Admin fee / account holder | $1,076 | $2,428-55.7% | $2,829-61.9% | $6,918-84.4% |