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 | $38,265 | $86,286-55.7% | $111,297-65.6% | $85,850-55.4% |
| Participation rate | 56.8% | 73.3%-16.6pp | 77.3%-20.6pp | 69.3%-12.6pp |
| Annual return | 8.81% | 19.99%-11.2pp | 54.65%-45.8pp | 318.53%-309.7pp |
| Employer contribution / active EE | $676 | $2,043-66.9% | $2,731-75.3% | $2,565-73.7% |
| Participant deferral / active EE | $2,053 | $3,641-43.6% | $4,487-54.2% | $3,952-48.0% |
| Admin fee / account holder | $9,259 | $8,188+13.1% | $7,964+16.3% | $6,260+47.9% |