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 | $38,538 | $63,346-39.2% | $92,233-58.2% | $70,131-45.0% |
| Participation rate | 44.7% | 68.7%-23.9pp | 76.5%-31.7pp | 69.5%-24.8pp |
| Annual return | 7.75% | 530.12%-522.4pp | 176.28%-168.5pp | 73.14%-65.4pp |
| Employer contribution / active EE | $854 | $2,471-65.4% | $3,679-76.8% | $2,342-63.5% |
| Participant deferral / active EE | $1,467 | $2,854-48.6% | $3,897-62.4% | $3,332-56.0% |
| Admin fee / account holder | $1,165 | $3,840-69.7% | $5,194-77.6% | $4,645-74.9% |