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 | $51,971 | $30,400+71.0% | $53,898-3.6% | $84,808-38.7% |
| Participation rate | 47.1% | 46.4%+0.6pp | 55.0%-7.9pp | 68.3%-21.3pp |
| Annual return | 14.08% | 500.19%-486.1pp | 528.60%-514.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $328 | $603-45.6% | $932-64.8% | $2,631-87.5% |
| Participant deferral / active EE | $1,373 | $1,199+14.5% | $1,826-24.8% | $4,212-67.4% |
| Admin fee / account holder | $828 | $1,993-58.5% | $2,491-66.8% | $7,344-88.7% |