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 | $87,384 | $29,660+194.6% | $56,411+54.9% | $80,856+8.1% |
| Participation rate | 20.7% | 41.6%-21.0pp | 52.5%-31.8pp | 67.6%-46.9pp |
| Annual return | 6.62% | 35.23%-28.6pp | 1701.33%-1694.7pp | 35.59%-29.0pp |
| Employer contribution / active EE | $579 | $669-13.6% | $1,039-44.3% | $2,755-79.0% |
| Participant deferral / active EE | $1,997 | $1,226+62.9% | $1,952+2.3% | $4,296-53.5% |
| Admin fee / account holder | $885 | $2,428-63.5% | $2,829-68.7% | $6,918-87.2% |