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 | $39,878 | $102,317-61.0% | $146,958-72.9% | $80,856-50.7% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.2%-44.7pp | 67.6%-30.1pp |
| Annual return | 11.39% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,575 | $3,713-57.6% | $4,933-68.1% | $2,755-42.8% |
| Participant deferral / active EE | $3,170 | $6,644-52.3% | $8,070-60.7% | $4,296-26.2% |
| Admin fee / account holder | $2,986 | $7,941-62.4% | $12,998-77.0% | $6,918-56.8% |