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 | $68,512 | $27,915+145.4% | $58,482+17.1% | $75,163-8.8% |
| Participation rate | 19.5% | 38.8%-19.3pp | 50.9%-31.3pp | 67.2%-47.7pp |
| Annual return | 7.68% | 44.20%-36.5pp | 4239.32%-4231.6pp | 160.62%-152.9pp |
| Employer contribution / active EE | $735 | $669+9.8% | $1,053-30.2% | $2,670-72.5% |
| Participant deferral / active EE | $517 | $1,201-56.9% | $1,924-73.1% | $4,125-87.5% |
| Admin fee / account holder | $1,550 | $1,726-10.2% | $2,516-38.4% | $5,651-72.6% |