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 5-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 | $110,871 | $29,660+273.8% | $56,411+96.5% | $80,856+37.1% |
| Participation rate | 5.1% | 41.6%-36.5pp | 52.5%-47.3pp | 67.6%-62.5pp |
| Annual return | 5.42% | 35.23%-29.8pp | 1701.33%-1695.9pp | 35.59%-30.2pp |
| Employer contribution / active EE | $238 | $669-64.5% | $1,039-77.1% | $2,755-91.4% |
| Participant deferral / active EE | $1,333 | $1,226+8.8% | $1,952-31.7% | $4,296-69.0% |
| Admin fee / account holder | $597 | $2,428-75.4% | $2,829-78.9% | $6,918-91.4% |