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 | $45,038 | $37,426+20.3% | $77,482-41.9% | $79,858-43.6% |
| Participation rate | 48.1% | 41.5%+6.6pp | 54.2%-6.0pp | 69.6%-21.5pp |
| Annual return | 8.91% | 39.70%-30.8pp | 54.79%-45.9pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,540 | $637+141.9% | $986+56.2% | $2,471-37.7% |
| Participant deferral / active EE | $2,943 | $1,260+133.5% | $1,861+58.1% | $3,740-21.3% |
| Admin fee / account holder | $10,992 | $2,504+339.0% | $2,858+284.6% | $5,306+107.2% |