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 | $59,439 | $49,922+19.1% | $80,569-26.2% | $75,163-20.9% |
| Participation rate | 14.3% | 55.3%-41.0pp | 67.0%-52.7pp | 67.2%-52.9pp |
| Annual return | 1.66% | 34.69%-33.0pp | 935.43%-933.8pp | 160.62%-159.0pp |
| Employer contribution / active EE | $600 | $1,698-64.6% | $2,723-78.0% | $2,670-77.5% |
| Participant deferral / active EE | $1,380 | $2,990-53.9% | $4,447-69.0% | $4,125-66.5% |
| Admin fee / account holder | $46,726 | $3,577+1206.2% | $5,377+769.0% | $5,651+726.9% |