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 | $37,403 | $39,019-4.1% | $80,716-53.7% | $85,850-56.4% |
| Participation rate | 37.2% | 41.5%-4.3pp | 54.2%-17.0pp | 69.3%-32.1pp |
| Annual return | 10.64% | 26.27%-15.6pp | 87.28%-76.6pp | 318.53%-307.9pp |
| Employer contribution / active EE | $489 | $722-32.3% | $1,160-57.8% | $2,565-80.9% |
| Participant deferral / active EE | $1,661 | $1,326+25.3% | $2,146-22.6% | $3,952-58.0% |
| Admin fee / account holder | $9,861 | $2,431+305.7% | $3,380+191.8% | $6,260+57.5% |