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 | $39,908 | $65,561-39.1% | $86,188-53.7% | $75,163-46.9% |
| Participation rate | 58.7% | 60.5%-1.8pp | 69.0%-10.3pp | 67.2%-8.5pp |
| Annual return | 12.01% | 46.05%-34.0pp | 1168.45%-1156.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $933 | $1,553-39.9% | $2,380-60.8% | $2,670-65.1% |
| Participant deferral / active EE | $2,360 | $3,024-22.0% | $3,985-40.8% | $4,125-42.8% |
| Admin fee / account holder | $6,256 | $5,474+14.3% | $6,852-8.7% | $5,651+10.7% |