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 | $53,411 | $58,926-9.4% | $97,226-45.1% | $74,495-28.3% |
| Participation rate | 30.8% | 63.5%-32.7pp | 72.7%-41.9pp | 67.2%-36.4pp |
| Annual return | 8.60% | 16.04%-7.4pp | 75.13%-66.5pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $800 | $1,894-57.8% | $2,729-70.7% | $2,623-69.5% |
| Participant deferral / active EE | $1,381 | $3,664-62.3% | $4,264-67.6% | $4,346-68.2% |
| Admin fee / account holder | $25,894 | $1,974+1211.9% | $5,654+358.0% | $1,942+1233.6% |