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 | $28,713 | $46,553-38.3% | $64,056-55.2% | $75,163-61.8% |
| Participation rate | 31.3% | 65.9%-34.7pp | 72.3%-41.1pp | 67.2%-35.9pp |
| Annual return | 11.37% | 26.03%-14.7pp | 33.69%-22.3pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,118 | $1,974-43.4% | $2,747-59.3% | $2,670-58.1% |
| Participant deferral / active EE | $1,517 | $2,837-46.5% | $3,880-60.9% | $4,125-63.2% |
| Admin fee / account holder | $7,644 | $2,952+158.9% | $3,068+149.1% | $5,651+35.3% |