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 | $52,622 | $95,416-44.9% | $185,823-71.7% | $85,850-38.7% |
| Participation rate | 46.5% | 68.8%-22.2pp | 81.7%-35.2pp | 69.3%-22.8pp |
| Annual return | 9.91% | 23.59%-13.7pp | 122.05%-112.1pp | 318.53%-308.6pp |
| Employer contribution / active EE | $732 | $3,314-77.9% | $5,167-85.8% | $2,565-71.5% |
| Participant deferral / active EE | $1,260 | $3,423-63.2% | $5,568-77.4% | $3,952-68.1% |
| Admin fee / account holder | $2,414 | $7,213-66.5% | $16,237-85.1% | $6,260-61.4% |