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 | $63,339 | $41,078+54.2% | $80,569-21.4% | $71,457-11.4% |
| Participation rate | 14.0% | 50.2%-36.2pp | 67.0%-53.0pp | 67.9%-53.9pp |
| Annual return | 15.00% | 38.45%-23.4pp | 935.43%-920.4pp | 28.85%-13.8pp |
| Employer contribution / active EE | $396 | $1,506-73.7% | $2,723-85.4% | $2,588-84.7% |
| Participant deferral / active EE | $689 | $2,699-74.5% | $4,447-84.5% | $4,289-83.9% |
| Admin fee / account holder | $956 | $1,840-48.1% | $5,377-82.2% | $1,587-39.8% |