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 | $41,561 | $65,409-36.5% | $98,442-57.8% | $85,850-51.6% |
| Participation rate | 31.4% | 65.0%-33.6pp | 73.3%-41.9pp | 69.3%-37.9pp |
| Annual return | 10.93% | 21.76%-10.8pp | 1492.73%-1481.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $485 | $2,168-77.6% | $2,960-83.6% | $2,565-81.1% |
| Participant deferral / active EE | $1,705 | $3,166-46.2% | $4,276-60.1% | $3,952-56.9% |
| Admin fee / account holder | $1,220 | $4,593-73.4% | $5,949-79.5% | $6,260-80.5% |