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 | $35,678 | $44,960-20.6% | $84,966-58.0% | $74,495-52.1% |
| Participation rate | 21.2% | 49.4%-28.2pp | 67.5%-46.3pp | 67.2%-46.0pp |
| Annual return | 5.64% | 26.24%-20.6pp | 66.38%-60.7pp | 1364.94%-1359.3pp |
| Employer contribution / active EE | $442 | $1,457-69.7% | $2,727-83.8% | $2,623-83.2% |
| Participant deferral / active EE | $957 | $2,731-64.9% | $4,519-78.8% | $4,346-78.0% |
| Admin fee / account holder | $17,564 | $2,209+695.0% | $6,149+185.6% | $1,942+804.5% |