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 | $43,524 | $74,888-41.9% | $71,209-38.9% | $142,382-69.4% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 10.58% | 345.14%-334.6pp | 282.51%-271.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $400 | $2,854-86.0% | $2,721-85.3% | $4,299-90.7% |
| Participant deferral / active EE | $2,400 | $4,454-46.1% | $4,175-42.5% | $6,507-63.1% |
| Admin fee / account holder | $3,683 | $5,568-33.9% | $5,349-31.1% | $12,624-70.8% |