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 | $33,454 | $65,561-49.0% | $86,188-61.2% | $75,163-55.5% |
| Participation rate | 43.5% | 60.5%-17.0pp | 69.0%-25.5pp | 67.2%-23.7pp |
| Annual return | 12.21% | 46.05%-33.8pp | 1168.45%-1156.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $660 | $1,553-57.5% | $2,380-72.3% | $2,670-75.3% |
| Participant deferral / active EE | $4,509 | $3,024+49.1% | $3,985+13.1% | $4,125+9.3% |
| Admin fee / account holder | $3,627 | $5,474-33.7% | $6,852-47.1% | $5,651-35.8% |