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 | $43,309 | $53,516-19.1% | $126,539-65.8% | $84,808-48.9% |
| Participation rate | 36.0% | 58.2%-22.2pp | 69.8%-33.8pp | 68.3%-32.3pp |
| Annual return | 8.96% | 58.34%-49.4pp | 425.95%-417.0pp | 40.90%-31.9pp |
| Employer contribution / active EE | $356 | $1,535-76.8% | $3,674-90.3% | $2,631-86.5% |
| Participant deferral / active EE | $1,302 | $2,671-51.3% | $4,083-68.1% | $4,212-69.1% |
| Admin fee / account holder | $15,643 | $4,497+247.9% | $6,065+157.9% | $7,344+113.0% |