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 | $58,821 | $48,570+21.1% | $130,648-55.0% | $72,985-19.4% |
| Participation rate | 46.0% | 58.6%-12.5pp | 71.7%-25.7pp | 69.5%-23.5pp |
| Annual return | 0.28% | 38.63%-38.3pp | 1708.96%-1708.7pp | 81.00%-80.7pp |
| Employer contribution / active EE | $353 | $1,334-73.5% | $4,092-91.4% | $2,440-85.5% |
| Participant deferral / active EE | $1,695 | $2,384-28.9% | $3,603-53.0% | $3,607-53.0% |
| Admin fee / account holder | $933 | $3,549-73.7% | $5,464-82.9% | $5,124-81.8% |