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 | $80,644 | $53,516+50.7% | $126,539-36.3% | $84,808-4.9% |
| Participation rate | 14.3% | 58.2%-44.0pp | 69.8%-55.5pp | 68.3%-54.0pp |
| Annual return | 12.54% | 58.34%-45.8pp | 425.95%-413.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $522 | $1,535-66.0% | $3,674-85.8% | $2,631-80.1% |
| Participant deferral / active EE | $1,207 | $2,671-54.8% | $4,083-70.4% | $4,212-71.3% |
| Admin fee / account holder | $37,543 | $4,497+734.9% | $6,065+519.1% | $7,344+411.2% |