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 | $53,368 | $30,400+75.6% | $53,898-1.0% | $84,808-37.1% |
| Participation rate | 51.9% | 46.4%+5.5pp | 55.0%-3.0pp | 68.3%-16.4pp |
| Annual return | 13.62% | 500.19%-486.6pp | 528.60%-515.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $604 | $603+0.2% | $932-35.2% | $2,631-77.0% |
| Participant deferral / active EE | $1,769 | $1,199+47.6% | $1,826-3.1% | $4,212-58.0% |
| Admin fee / account holder | $1,721 | $1,993-13.6% | $2,491-30.9% | $7,344-76.6% |