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 | $49,247 | $54,705-10.0% | $71,209-30.8% | $84,808-41.9% |
| Participation rate | 34.5% | 64.1%-29.6pp | 73.8%-39.3pp | 68.3%-33.8pp |
| Annual return | 3.41% | 35.90%-32.5pp | 282.51%-279.1pp | 40.90%-37.5pp |
| Employer contribution / active EE | $1,068 | $2,158-50.5% | $2,721-60.7% | $2,631-59.4% |
| Participant deferral / active EE | $1,481 | $3,030-51.1% | $4,175-64.5% | $4,212-64.8% |
| Admin fee / account holder | $24,494 | $4,863+403.6% | $5,349+357.9% | $7,344+233.5% |