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 | $72,185 | $30,400+137.5% | $53,898+33.9% | $84,808-14.9% |
| Participation rate | 45.7% | 46.4%-0.7pp | 55.0%-9.2pp | 68.3%-22.6pp |
| Annual return | 12.43% | 500.19%-487.8pp | 528.60%-516.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,873 | $1,199+139.7% | $1,826+57.3% | $4,212-31.8% |
| Admin fee / account holder | $7,649 | $1,993+283.7% | $2,491+207.1% | $7,344+4.2% |