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 | $53,691 | $83,902-36.0% | $167,512-67.9% | $84,808-36.7% |
| Participation rate | 58.8% | 66.5%-7.6pp | 77.1%-18.2pp | 68.3%-9.5pp |
| Annual return | 12.20% | 91.55%-79.4pp | 1615.79%-1603.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $829 | $2,264-63.4% | $3,882-78.7% | $2,631-68.5% |
| Participant deferral / active EE | $1,871 | $4,442-57.9% | $6,405-70.8% | $4,212-55.6% |
| Admin fee / account holder | $23,485 | $7,915+196.7% | $9,769+140.4% | $7,344+219.8% |