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 8-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 | $53,269 | $30,400+75.2% | $53,898-1.2% | $84,808-37.2% |
| Participation rate | 13.3% | 46.4%-33.1pp | 55.0%-41.6pp | 68.3%-55.0pp |
| Annual return | 12.75% | 500.19%-487.4pp | 528.60%-515.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $110 | $603-81.7% | $932-88.2% | $2,631-95.8% |
| Participant deferral / active EE | $881 | $1,199-26.5% | $1,826-51.8% | $4,212-79.1% |
| Admin fee / account holder | $1,724 | $1,993-13.5% | $2,491-30.8% | $7,344-76.5% |