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 | $36,573 | $109,817-66.7% | $98,442-62.8% | $167,490-78.2% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 8.36% | 1956.69%-1948.3pp | 1492.73%-1484.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $1,341 | $3,224-58.4% | $2,960-54.7% | $4,837-72.3% |
| Participant deferral / active EE | $5,466 | $4,673+17.0% | $4,276+27.8% | $6,341-13.8% |
| Admin fee / account holder | $574 | $6,753-91.5% | $5,949-90.4% | $12,309-95.3% |