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 | $52,434 | $58,208-9.9% | $81,812-35.9% | $80,856-35.2% |
| Participation rate | 31.7% | 63.4%-31.7pp | 72.3%-40.6pp | 67.6%-35.9pp |
| Annual return | 10.31% | 41.66%-31.3pp | 773.79%-763.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $480 | $2,340-79.5% | $2,912-83.5% | $2,755-82.6% |
| Participant deferral / active EE | $1,332 | $3,281-59.4% | $4,319-69.1% | $4,296-69.0% |
| Admin fee / account holder | $4,009 | $4,981-19.5% | $7,386-45.7% | $6,918-42.1% |