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 | $43,709 | $56,629-22.8% | $77,999-44.0% | $55,167-20.8% |
| Participation rate | 64.3% | 73.3%-9.0pp | 75.5%-11.2pp | 69.0%-4.6pp |
| Annual return | 5.27% | 2866.98%-2861.7pp | 425.96%-420.7pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,306 | $1,723-24.2% | $2,470-47.1% | $1,963-33.5% |
| Participant deferral / active EE | $2,892 | $2,777+4.1% | $3,497-17.3% | $3,054-5.3% |
| Admin fee / account holder | $2,003 | $467+329.3% | $5,480-63.5% | $504+297.5% |