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 | $47,265 | $102,604-53.9% | $86,188-45.2% | $139,434-66.1% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 7.53% | 1922.51%-1915.0pp | 1168.45%-1160.9pp | 372.94%-365.4pp |
| Employer contribution / active EE | $1,930 | $3,032-36.3% | $2,380-18.9% | $4,751-59.4% |
| Participant deferral / active EE | $3,951 | $4,676-15.5% | $3,985-0.9% | $6,710-41.1% |
| Admin fee / account holder | $30,415 | $8,657+251.3% | $6,852+343.9% | $11,403+166.7% |