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 | $38,281 | $78,672-51.3% | $109,143-64.9% | $85,850-55.4% |
| Participation rate | 48.0% | 68.3%-20.3pp | 75.9%-27.9pp | 69.3%-21.3pp |
| Annual return | 10.21% | 25.09%-14.9pp | 25.75%-15.5pp | 318.53%-308.3pp |
| Employer contribution / active EE | $1,784 | $2,735-34.8% | $3,722-52.1% | $2,565-30.5% |
| Participant deferral / active EE | $3,110 | $3,467-10.3% | $4,653-33.2% | $3,952-21.3% |
| Admin fee / account holder | $14,182 | $5,469+159.3% | $6,752+110.0% | $6,260+126.6% |