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 | $55,406 | $30,400+82.3% | $53,898+2.8% | $84,808-34.7% |
| Participation rate | 39.0% | 46.4%-7.5pp | 55.0%-16.0pp | 68.3%-29.3pp |
| Annual return | 13.02% | 500.19%-487.2pp | 528.60%-515.6pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,423 | $603+136.2% | $932+52.7% | $2,631-45.9% |
| Participant deferral / active EE | $2,606 | $1,199+117.4% | $1,826+42.7% | $4,212-38.1% |
| Admin fee / account holder | $985 | $1,993-50.6% | $2,491-60.5% | $7,344-86.6% |