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 | $45,455 | $30,400+49.5% | $53,898-15.7% | $84,808-46.4% |
| Participation rate | 26.8% | 46.4%-19.7pp | 55.0%-28.2pp | 68.3%-41.5pp |
| Annual return | 14.36% | 500.19%-485.8pp | 528.60%-514.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $467 | $603-22.5% | $932-49.9% | $2,631-82.3% |
| Participant deferral / active EE | $1,379 | $1,199+15.1% | $1,826-24.5% | $4,212-67.2% |
| Admin fee / account holder | $1,896 | $1,993-4.9% | $2,491-23.9% | $7,344-74.2% |