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 | $31,016 | $53,516-42.0% | $126,539-75.5% | $84,808-63.4% |
| Participation rate | 7.7% | 58.2%-50.6pp | 69.8%-62.1pp | 68.3%-60.6pp |
| Annual return | 12.18% | 58.34%-46.2pp | 425.95%-413.8pp | 40.90%-28.7pp |
| Employer contribution / active EE | $584 | $1,535-62.0% | $3,674-84.1% | $2,631-77.8% |
| Participant deferral / active EE | $2,226 | $2,671-16.7% | $4,083-45.5% | $4,212-47.2% |
| Admin fee / account holder | $13,266 | $4,497+195.0% | $6,065+118.7% | $7,344+80.6% |