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 | $36,777 | $53,516-31.3% | $126,539-70.9% | $84,808-56.6% |
| Participation rate | 37.5% | 58.2%-20.7pp | 69.8%-32.3pp | 68.3%-30.8pp |
| Annual return | 9.63% | 58.34%-48.7pp | 425.95%-416.3pp | 40.90%-31.3pp |
| Employer contribution / active EE | $698 | $1,535-54.5% | $3,674-81.0% | $2,631-73.5% |
| Participant deferral / active EE | $2,679 | $2,671+0.3% | $4,083-34.4% | $4,212-36.4% |
| Admin fee / account holder | $41,287 | $4,497+818.2% | $6,065+580.8% | $7,344+462.2% |