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 | $30,068 | $53,516-43.8% | $126,539-76.2% | $84,808-64.5% |
| Participation rate | 39.3% | 58.2%-19.0pp | 69.8%-30.5pp | 68.3%-29.0pp |
| Annual return | 7.29% | 58.34%-51.1pp | 425.95%-418.7pp | 40.90%-33.6pp |
| Employer contribution / active EE | $1,327 | $1,535-13.5% | $3,674-63.9% | $2,631-49.6% |
| Participant deferral / active EE | $3,229 | $2,671+20.9% | $4,083-20.9% | $4,212-23.3% |
| Admin fee / account holder | $404 | $4,497-91.0% | $6,065-93.3% | $7,344-94.5% |