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 | $46,006 | $29,660+55.1% | $56,411-18.4% | $80,856-43.1% |
| Participation rate | 28.6% | 41.6%-13.1pp | 52.5%-23.9pp | 67.6%-39.1pp |
| Annual return | 5.29% | 35.23%-29.9pp | 1701.33%-1696.0pp | 35.59%-30.3pp |
| Employer contribution / active EE | $486 | $669-27.5% | $1,039-53.3% | $2,755-82.4% |
| Participant deferral / active EE | $1,334 | $1,226+8.8% | $1,952-31.7% | $4,296-69.0% |
| Admin fee / account holder | $1,104 | $2,428-54.5% | $2,829-61.0% | $6,918-84.0% |