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 | $53,895 | $173,345-68.9% | $136,007-60.4% | $145,922-63.1% |
| Participation rate | 50.0% | 80.5%-30.5pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 1.74% | 1163.32%-1161.6pp | 579.32%-577.6pp | 561.29%-559.6pp |
| Employer contribution / active EE | $1,575 | $5,278-70.2% | $4,217-62.6% | $4,660-66.2% |
| Participant deferral / active EE | $11,960 | $8,699+37.5% | $7,025+70.3% | $6,688+78.8% |
| Admin fee / account holder | $32,460 | $9,954+226.1% | $6,858+373.3% | $13,397+142.3% |