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 | $37,519 | $159,602-76.5% | $150,045-75.0% | $142,382-73.6% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.3%-29.9pp | 80.1%-27.7pp |
| Annual return | 12.04% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,685 | $4,961-66.0% | $4,693-64.1% | $4,299-60.8% |
| Participant deferral / active EE | $3,539 | $8,310-57.4% | $7,997-55.7% | $6,507-45.6% |
| Admin fee / account holder | $8,221 | $14,846-44.6% | $13,435-38.8% | $12,624-34.9% |