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 | $47,109 | $53,516-12.0% | $126,539-62.8% | $84,808-44.5% |
| Participation rate | 41.0% | 58.2%-17.2pp | 69.8%-28.8pp | 68.3%-27.3pp |
| Annual return | 12.26% | 58.34%-46.1pp | 425.95%-413.7pp | 40.90%-28.6pp |
| Employer contribution / active EE | $613 | $1,535-60.1% | $3,674-83.3% | $2,631-76.7% |
| Participant deferral / active EE | $1,983 | $2,671-25.7% | $4,083-51.4% | $4,212-52.9% |
| Admin fee / account holder | $13,806 | $4,497+207.0% | $6,065+127.7% | $7,344+88.0% |