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 | $44,064 | $88,751-50.4% | $81,812-46.1% | $145,922-69.8% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 9.19% | 1025.40%-1016.2pp | 773.79%-764.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $4,879 | $3,083+58.2% | $2,912+67.5% | $4,660+4.7% |
| Participant deferral / active EE | $6,190 | $4,643+33.3% | $4,319+43.3% | $6,688-7.4% |
| Admin fee / account holder | $11,183 | $8,415+32.9% | $7,386+51.4% | $13,397-16.5% |