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 | $47,485 | $72,400-34.4% | $67,502-29.7% | $145,922-67.5% |
| Participation rate | 29.2% | 76.9%-47.7pp | 72.9%-43.7pp | 80.3%-51.1pp |
| Annual return | 6.69% | 7182.46%-7175.8pp | 3512.12%-3505.4pp | 561.29%-554.6pp |
| Employer contribution / active EE | $449 | $3,069-85.4% | $2,731-83.6% | $4,660-90.4% |
| Participant deferral / active EE | $1,258 | $4,783-73.7% | $4,000-68.6% | $6,688-81.2% |
| Admin fee / account holder | $9,055 | $5,539+63.5% | $3,998+126.5% | $13,397-32.4% |