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 | $41,867 | $77,899-46.3% | $149,673-72.0% | $75,163-44.3% |
| Participation rate | 48.4% | 65.6%-17.1pp | 78.8%-30.3pp | 67.2%-18.8pp |
| Annual return | 9.18% | 31.72%-22.5pp | 134.42%-125.2pp | 160.62%-151.4pp |
| Employer contribution / active EE | $1,054 | $3,137-66.4% | $4,818-78.1% | $2,670-60.5% |
| Participant deferral / active EE | $2,550 | $3,411-25.3% | $5,680-55.1% | $4,125-38.2% |
| Admin fee / account holder | $3,469 | $5,956-41.8% | $13,210-73.7% | $5,651-38.6% |