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 | $45,978 | $49,173-6.5% | $121,098-62.0% | $75,163-38.8% |
| Participation rate | 69.7% | 55.4%+14.3pp | 69.5%+0.2pp | 67.2%+2.5pp |
| Annual return | 6.32% | 55.99%-49.7pp | 985.75%-979.4pp | 160.62%-154.3pp |
| Employer contribution / active EE | $1,493 | $1,546-3.4% | $4,164-64.2% | $2,670-44.1% |
| Participant deferral / active EE | $1,684 | $2,628-35.9% | $4,080-58.7% | $4,125-59.2% |
| Admin fee / account holder | $19,411 | $3,942+392.4% | $5,644+243.9% | $5,651+243.5% |