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 | $38,490 | $37,426+2.8% | $77,482-50.3% | $79,858-51.8% |
| Participation rate | 68.4% | 41.5%+26.9pp | 54.2%+14.2pp | 69.6%-1.2pp |
| Annual return | 1.51% | 39.70%-38.2pp | 54.79%-53.3pp | 31.71%-30.2pp |
| Employer contribution / active EE | $619 | $637-2.8% | $986-37.3% | $2,471-75.0% |
| Participant deferral / active EE | $1,833 | $1,260+45.5% | $1,861-1.5% | $3,740-51.0% |
| Admin fee / account holder | $11,311 | $2,504+351.7% | $2,858+295.8% | $5,306+113.2% |