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 | $44,041 | $29,660+48.5% | $56,411-21.9% | $80,856-45.5% |
| Participation rate | 35.8% | 41.6%-5.8pp | 52.5%-16.6pp | 67.6%-31.8pp |
| Annual return | 8.86% | 35.23%-26.4pp | 1701.33%-1692.5pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,256 | $669+87.6% | $1,039+20.9% | $2,755-54.4% |
| Participant deferral / active EE | $2,088 | $1,226+70.3% | $1,952+7.0% | $4,296-51.4% |
| Admin fee / account holder | $2,223 | $2,428-8.4% | $2,829-21.4% | $6,918-67.9% |