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 | $52,063 | $30,400+71.3% | $53,898-3.4% | $84,808-38.6% |
| Participation rate | 66.7% | 46.4%+20.2pp | 55.0%+11.7pp | 68.3%-1.6pp |
| Annual return | 14.28% | 500.19%-485.9pp | 528.60%-514.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $455 | $603-24.4% | $932-51.1% | $2,631-82.7% |
| Participant deferral / active EE | $3,456 | $1,199+188.3% | $1,826+89.2% | $4,212-17.9% |
| Admin fee / account holder | $6,612 | $1,993+231.7% | $2,491+165.4% | $7,344-10.0% |