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 | $49,719 | $31,310+58.8% | $53,898-7.8% | $74,304-33.1% |
| Participation rate | 11.3% | 30.7%-19.4pp | 55.0%-43.7pp | 60.3%-49.0pp |
| Annual return | 7.08% | 23.16%-16.1pp | 528.60%-521.5pp | 29.43%-22.4pp |
| Employer contribution / active EE | $83 | $450-81.6% | $932-91.1% | $2,241-96.3% |
| Participant deferral / active EE | $455 | $934-51.3% | $1,826-75.1% | $3,767-87.9% |
| Admin fee / account holder | $49,484 | $2,175+2174.7% | $2,491+1886.7% | $2,969+1566.8% |