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 | $24,440 | $58,208-58.0% | $81,812-70.1% | $80,856-69.8% |
| Participation rate | 48.0% | 63.4%-15.4pp | 72.3%-24.3pp | 67.6%-19.6pp |
| Annual return | 9.94% | 41.66%-31.7pp | 773.79%-763.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,606 | $2,340+11.4% | $2,912-10.5% | $2,755-5.4% |
| Participant deferral / active EE | $2,684 | $3,281-18.2% | $4,319-37.8% | $4,296-37.5% |
| Admin fee / account holder | $5,200 | $4,981+4.4% | $7,386-29.6% | $6,918-24.8% |