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 | $35,717 | $53,516-33.3% | $126,539-71.8% | $84,808-57.9% |
| Participation rate | 48.3% | 58.2%-9.9pp | 69.8%-21.5pp | 68.3%-20.0pp |
| Annual return | 12.10% | 58.34%-46.2pp | 425.95%-413.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $350 | $1,535-77.2% | $3,674-90.5% | $2,631-86.7% |
| Participant deferral / active EE | $1,328 | $2,671-50.3% | $4,083-67.5% | $4,212-68.5% |
| Admin fee / account holder | $10,253 | $4,497+128.0% | $6,065+69.1% | $7,344+39.6% |