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 | $39,685 | $27,915+42.2% | $58,482-32.1% | $75,163-47.2% |
| Participation rate | 41.7% | 38.8%+2.8pp | 50.9%-9.2pp | 67.2%-25.5pp |
| Annual return | 8.19% | 44.20%-36.0pp | 4239.32%-4231.1pp | 160.62%-152.4pp |
| Employer contribution / active EE | $355 | $669-47.0% | $1,053-66.3% | $2,670-86.7% |
| Participant deferral / active EE | $1,253 | $1,201+4.3% | $1,924-34.9% | $4,125-69.6% |
| Admin fee / account holder | $1,081 | $1,726-37.3% | $2,516-57.0% | $5,651-80.9% |