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 | $53,030 | $60,124-11.8% | $90,404-41.3% | $79,858-33.6% |
| Participation rate | 39.8% | 65.0%-25.2pp | 72.7%-32.9pp | 69.6%-29.8pp |
| Annual return | 3.46% | 71.94%-68.5pp | 1293.02%-1289.6pp | 31.71%-28.3pp |
| Employer contribution / active EE | $1,181 | $2,068-42.9% | $3,262-63.8% | $2,471-52.2% |
| Participant deferral / active EE | $1,510 | $2,938-48.6% | $3,963-61.9% | $3,740-59.6% |
| Admin fee / account holder | $5,719 | $3,976+43.8% | $5,611+1.9% | $5,306+7.8% |