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 | $42,286 | $74,888-43.5% | $71,209-40.6% | $142,382-70.3% |
| Participation rate | 34.8% | 76.2%-41.4pp | 73.8%-39.0pp | 80.1%-45.3pp |
| Annual return | 12.62% | 345.14%-332.5pp | 282.51%-269.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $530 | $2,854-81.4% | $2,721-80.5% | $4,299-87.7% |
| Participant deferral / active EE | $2,293 | $4,454-48.5% | $4,175-45.1% | $6,507-64.8% |
| Admin fee / account holder | $3,162 | $5,568-43.2% | $5,349-40.9% | $12,624-75.0% |