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 | $37,886 | $30,588+23.9% | $53,898-29.7% | $85,563-55.7% |
| Participation rate | 15.3% | 26.3%-11.0pp | 55.0%-39.6pp | 66.0%-50.6pp |
| Annual return | 12.33% | 50.42%-38.1pp | 528.60%-516.3pp | 31.51%-19.2pp |
| Employer contribution / active EE | $98 | $436-77.6% | $932-89.5% | $2,654-96.3% |
| Participant deferral / active EE | $349 | $848-58.8% | $1,826-80.9% | $4,375-92.0% |
| Admin fee / account holder | $1,487 | $1,879-20.9% | $2,491-40.3% | $834+78.2% |