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 | $41,261 | $83,902-50.8% | $167,512-75.4% | $84,808-51.3% |
| Participation rate | 47.4% | 66.5%-19.0pp | 77.1%-29.6pp | 68.3%-20.9pp |
| Annual return | 10.56% | 91.55%-81.0pp | 1615.79%-1605.2pp | 40.90%-30.3pp |
| Employer contribution / active EE | $527 | $2,264-76.7% | $3,882-86.4% | $2,631-80.0% |
| Participant deferral / active EE | $1,865 | $4,442-58.0% | $6,405-70.9% | $4,212-55.7% |
| Admin fee / account holder | $10,796 | $7,915+36.4% | $9,769+10.5% | $7,344+47.0% |