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 5-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 | $48,757 | $70,606-30.9% | $53,898-9.5% | $142,382-65.8% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 6.54% | 619.81%-613.3pp | 528.60%-522.1pp | 217.08%-210.5pp |
| Employer contribution / active EE | $518 | $1,202-56.9% | $932-44.4% | $4,299-87.9% |
| Participant deferral / active EE | $3,820 | $2,364+61.6% | $1,826+109.2% | $6,507-41.3% |
| Admin fee / account holder | $70,136 | $2,852+2359.5% | $2,491+2715.8% | $12,624+455.6% |