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 | $74,364 | $31,310+137.5% | $53,898+38.0% | $74,304+0.1% |
| Participation rate | 20.7% | 30.7%-10.0pp | 55.0%-34.3pp | 60.3%-39.6pp |
| Annual return | 13.24% | 23.16%-9.9pp | 528.60%-515.4pp | 29.43%-16.2pp |
| Employer contribution / active EE | $463 | $450+3.0% | $932-50.3% | $2,241-79.3% |
| Participant deferral / active EE | $1,112 | $934+19.1% | $1,826-39.1% | $3,767-70.5% |
| Admin fee / account holder | $4,552 | $2,175+109.3% | $2,491+82.8% | $2,969+53.3% |