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 | $44,768 | $48,300-7.3% | $40,145,923-99.9% | $62,891-28.8% |
| Participation rate | 42.3% | 62.0%-19.7pp | 68.4%-26.1pp | 69.3%-27.0pp |
| Annual return | 3.33% | 6.95%-3.6pp | 5.24%-1.9pp | 20.14%-16.8pp |
| Employer contribution / active EE | $381 | $1,333-71.4% | $1,844-79.3% | $2,281-83.3% |
| Participant deferral / active EE | $1,977 | $2,388-17.2% | $2,591-23.7% | $3,203-38.3% |
| Admin fee / account holder | $12,977 | $2,919+344.6% | $2,903+347.0% | $4,296+202.1% |