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 | $48,006 | $59,417-19.2% | $93,606-48.7% | $74,495-35.6% |
| Participation rate | 42.6% | 59.7%-17.1pp | 68.7%-26.1pp | 67.2%-24.6pp |
| Annual return | 10.10% | 81.83%-71.7pp | 133.20%-123.1pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $878 | $1,264-30.5% | $2,420-63.7% | $2,623-66.5% |
| Participant deferral / active EE | $1,664 | $3,050-45.4% | $4,411-62.3% | $4,346-61.7% |
| Admin fee / account holder | $10,623 | $3,021+251.6% | $8,285+28.2% | $1,942+447.1% |