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 | $32,305 | $39,019-17.2% | $80,716-60.0% | $85,850-62.4% |
| Participation rate | 42.3% | 41.5%+0.8pp | 54.2%-11.9pp | 69.3%-27.0pp |
| Annual return | 8.83% | 26.27%-17.4pp | 87.28%-78.5pp | 318.53%-309.7pp |
| Employer contribution / active EE | $242 | $722-66.4% | $1,160-79.1% | $2,565-90.6% |
| Participant deferral / active EE | $835 | $1,326-37.0% | $2,146-61.1% | $3,952-78.9% |
| Admin fee / account holder | $5,563 | $2,431+128.9% | $3,380+64.6% | $6,260-11.1% |