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 | $57,681 | $58,694-1.7% | $142,863-59.6% | $85,850-32.8% |
| Participation rate | 59.2% | 58.5%+0.7pp | 71.9%-12.8pp | 69.3%-10.1pp |
| Annual return | 9.22% | 27.72%-18.5pp | 5637.54%-5628.3pp | 318.53%-309.3pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,303 | $2,607-11.7% | $3,837-40.0% | $3,952-41.7% |
| Admin fee / account holder | $17,737 | $4,239+318.4% | $6,560+170.4% | $6,260+183.3% |