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 | $49,097 | $58,694-16.4% | $142,863-65.6% | $85,850-42.8% |
| Participation rate | 58.4% | 58.5%0pp | 71.9%-13.5pp | 69.3%-10.9pp |
| Annual return | 8.74% | 27.72%-19.0pp | 5637.54%-5628.8pp | 318.53%-309.8pp |
| Employer contribution / active EE | $774 | $1,423-45.6% | $4,144-81.3% | $2,565-69.8% |
| Participant deferral / active EE | $1,360 | $2,607-47.8% | $3,837-64.6% | $3,952-65.6% |
| Admin fee / account holder | $8,518 | $4,239+100.9% | $6,560+29.8% | $6,260+36.1% |