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 | $47,515 | $61,774-23.1% | $97,226-51.1% | $80,856-41.2% |
| Participation rate | 51.0% | 63.5%-12.5pp | 72.7%-21.7pp | 67.6%-16.6pp |
| Annual return | 10.07% | -557.90%+568.0pp | 75.13%-65.1pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,007 | $1,837-45.2% | $2,729-63.1% | $2,755-63.4% |
| Participant deferral / active EE | $2,676 | $3,029-11.6% | $4,264-37.2% | $4,296-37.7% |
| Admin fee / account holder | $4,096 | $5,166-20.7% | $5,654-27.6% | $6,918-40.8% |