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 | $84,818 | $89,753-5.5% | $107,525-21.1% | $84,8080% |
| Participation rate | 37.9% | 68.1%-30.1pp | 75.1%-37.1pp | 68.3%-30.4pp |
| Annual return | 7.53% | 29.48%-21.9pp | 181.32%-173.8pp | 40.90%-33.4pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,842 | $4,056-54.6% | $5,116-64.0% | $4,212-56.3% |
| Admin fee / account holder | $1,180 | $7,222-83.7% | $8,919-86.8% | $7,344-83.9% |