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 | $51,277 | $24,733+107.3% | $69,647-26.4% | $74,495-31.2% |
| Participation rate | 45.3% | 63.5%-18.2pp | 66.5%-21.2pp | 67.2%-21.9pp |
| Annual return | 10.49% | 18.55%-8.1pp | 100.48%-90.0pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,040 | $1,001+4.0% | $1,712-39.3% | $2,623-60.3% |
| Participant deferral / active EE | $1,726 | $1,901-9.2% | $2,886-40.2% | $4,346-60.3% |
| Admin fee / account holder | $6,058 | $1,892+220.3% | $4,713+28.5% | $1,942+212.0% |