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 | $32,499 | $48,570-33.1% | $130,648-75.1% | $72,985-55.5% |
| Participation rate | 38.2% | 58.6%-20.4pp | 71.7%-33.6pp | 69.5%-31.3pp |
| Annual return | 5.53% | 38.63%-33.1pp | 1708.96%-1703.4pp | 81.00%-75.5pp |
| Employer contribution / active EE | $313 | $1,334-76.5% | $4,092-92.4% | $2,440-87.2% |
| Participant deferral / active EE | $1,126 | $2,384-52.8% | $3,603-68.7% | $3,607-68.8% |
| Admin fee / account holder | $3,583 | $3,549+1.0% | $5,464-34.4% | $5,124-30.1% |