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 | $42,126 | $53,516-21.3% | $126,539-66.7% | $84,808-50.3% |
| Participation rate | 45.1% | 58.2%-13.2pp | 69.8%-24.7pp | 68.3%-23.2pp |
| Annual return | 10.50% | 58.34%-47.8pp | 425.95%-415.4pp | 40.90%-30.4pp |
| Employer contribution / active EE | $922 | $1,535-39.9% | $3,674-74.9% | $2,631-64.9% |
| Participant deferral / active EE | $2,393 | $2,671-10.4% | $4,083-41.4% | $4,212-43.2% |
| Admin fee / account holder | $21,040 | $4,497+367.9% | $6,065+246.9% | $7,344+186.5% |