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 | $32,906 | $109,881-70.1% | $150,045-78.1% | $84,808-61.2% |
| Participation rate | 35.5% | 76.1%-40.6pp | 82.3%-46.8pp | 68.3%-32.8pp |
| Annual return | 11.37% | 28.25%-16.9pp | 62.55%-51.2pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,072 | $3,561-69.9% | $4,693-77.1% | $2,631-59.2% |
| Participant deferral / active EE | $2,866 | $6,636-56.8% | $7,997-64.2% | $4,212-31.9% |
| Admin fee / account holder | $36,830 | $8,568+329.9% | $13,435+174.1% | $7,344+401.5% |