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 | $54,284 | $48,795+11.2% | $65,493-17.1% | $84,808-36.0% |
| Participation rate | 38.0% | 67.0%-29.0pp | 73.1%-35.1pp | 68.3%-30.3pp |
| Annual return | 3.20% | 20.20%-17.0pp | 982.45%-979.2pp | 40.90%-37.7pp |
| Employer contribution / active EE | $906 | $1,930-53.1% | $2,574-64.8% | $2,631-65.6% |
| Participant deferral / active EE | $2,795 | $2,928-4.5% | $3,961-29.4% | $4,212-33.6% |
| Admin fee / account holder | $6,506 | $3,877+67.8% | $5,028+29.4% | $7,344-11.4% |