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 | $32,901 | $48,795-32.6% | $65,493-49.8% | $84,808-61.2% |
| Participation rate | 28.6% | 67.0%-38.4pp | 73.1%-44.5pp | 68.3%-39.7pp |
| Annual return | 11.46% | 20.20%-8.7pp | 982.45%-971.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $694 | $1,930-64.0% | $2,574-73.0% | $2,631-73.6% |
| Participant deferral / active EE | $1,048 | $2,928-64.2% | $3,961-73.6% | $4,212-75.1% |
| Admin fee / account holder | $25,305 | $3,877+552.7% | $5,028+403.3% | $7,344+244.6% |