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 | $76,062 | $39,019+94.9% | $80,716-5.8% | $85,850-11.4% |
| Participation rate | 34.4% | 41.5%-7.2pp | 54.2%-19.8pp | 69.3%-34.9pp |
| Annual return | 7.37% | 26.27%-18.9pp | 87.28%-79.9pp | 318.53%-311.2pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,714 | $1,326+29.3% | $2,146-20.1% | $3,952-56.6% |
| Admin fee / account holder | $59,454 | $2,431+2345.9% | $3,380+1659.1% | $6,260+849.8% |