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 9-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 | $44,621 | $30,400+46.8% | $53,898-17.2% | $84,808-47.4% |
| Participation rate | 20.6% | 46.4%-25.8pp | 55.0%-34.3pp | 68.3%-47.7pp |
| Annual return | 6.50% | 500.19%-493.7pp | 528.60%-522.1pp | 40.90%-34.4pp |
| Employer contribution / active EE | $411 | $603-31.8% | $932-55.9% | $2,631-84.4% |
| Participant deferral / active EE | $739 | $1,199-38.4% | $1,826-59.6% | $4,212-82.5% |
| Admin fee / account holder | $19,539 | $1,993+880.2% | $2,491+684.5% | $7,344+166.1% |