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 | $38,226 | $111,724-65.8% | $93,606-59.2% | $145,922-73.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 4.96% | 202.98%-198.0pp | 133.20%-128.2pp | 561.29%-556.3pp |
| Employer contribution / active EE | $1,779 | $3,090-42.4% | $2,420-26.5% | $4,660-61.8% |
| Participant deferral / active EE | $1,920 | $4,912-60.9% | $4,411-56.5% | $6,688-71.3% |
| Admin fee / account holder | $537 | $10,250-94.8% | $8,285-93.5% | $13,397-96.0% |