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 | $50,457 | $27,915+80.7% | $58,482-13.7% | $75,163-32.9% |
| Participation rate | 31.4% | 38.8%-7.5pp | 50.9%-19.5pp | 67.2%-35.8pp |
| Annual return | 13.97% | 44.20%-30.2pp | 4239.32%-4225.3pp | 160.62%-146.6pp |
| Employer contribution / active EE | $123 | $669-81.5% | $1,053-88.3% | $2,670-95.4% |
| Participant deferral / active EE | $547 | $1,201-54.4% | $1,924-71.6% | $4,125-86.7% |
| Admin fee / account holder | $2,495 | $1,726+44.6% | $2,516-0.8% | $5,651-55.8% |