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 | $44,421 | $46,553-4.6% | $64,056-30.7% | $75,163-40.9% |
| Participation rate | 37.1% | 65.9%-28.8pp | 72.3%-35.2pp | 67.2%-30.0pp |
| Annual return | 9.26% | 26.03%-16.8pp | 33.69%-24.4pp | 160.62%-151.4pp |
| Employer contribution / active EE | $1,293 | $1,974-34.5% | $2,747-52.9% | $2,670-51.6% |
| Participant deferral / active EE | $1,954 | $2,837-31.1% | $3,880-49.6% | $4,125-52.6% |
| Admin fee / account holder | $6,660 | $2,952+125.6% | $3,068+117.1% | $5,651+17.9% |