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 | $44,857 | $70,756-36.6% | $65,493-31.5% | $142,382-68.5% |
| Participation rate | 55.6% | 77.4%-21.8pp | 73.1%-17.5pp | 80.1%-24.6pp |
| Annual return | 8.22% | 1754.89%-1746.7pp | 982.45%-974.2pp | 217.08%-208.9pp |
| Employer contribution / active EE | $732 | $2,881-74.6% | $2,574-71.6% | $4,299-83.0% |
| Participant deferral / active EE | $2,557 | $4,637-44.9% | $3,961-35.5% | $6,507-60.7% |
| Admin fee / account holder | $15,340 | $6,559+133.9% | $5,028+205.1% | $12,624+21.5% |