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 | $44,559 | $55,415-19.6% | $155,509-71.3% | $74,495-40.2% |
| Participation rate | 39.6% | 61.9%-22.3pp | 78.2%-38.6pp | 67.2%-27.6pp |
| Annual return | 9.98% | 268.50%-258.5pp | 64.67%-54.7pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $426 | $2,267-81.2% | $4,672-90.9% | $2,623-83.8% |
| Participant deferral / active EE | $1,941 | $2,836-31.6% | $5,626-65.5% | $4,346-55.3% |
| Admin fee / account holder | $5,178 | $1,738+197.9% | $15,912-67.5% | $1,942+166.7% |