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 | $40,703 | $30,400+33.9% | $53,898-24.5% | $84,808-52.0% |
| Participation rate | 28.6% | 46.4%-17.9pp | 55.0%-26.4pp | 68.3%-39.7pp |
| Annual return | 12.74% | 500.19%-487.5pp | 528.60%-515.9pp | 40.90%-28.2pp |
| Employer contribution / active EE | $326 | $603-46.0% | $932-65.1% | $2,631-87.6% |
| Participant deferral / active EE | $423 | $1,199-64.7% | $1,826-76.8% | $4,212-89.9% |
| Admin fee / account holder | $2,816 | $1,993+41.3% | $2,491+13.1% | $7,344-61.6% |