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 | $32,746 | $56,114-41.6% | $96,139-65.9% | $85,850-61.9% |
| Participation rate | 31.3% | 56.7%-25.5pp | 68.4%-37.2pp | 69.3%-38.1pp |
| Annual return | 10.15% | 42.30%-32.2pp | 191.94%-181.8pp | 318.53%-308.4pp |
| Employer contribution / active EE | $313 | $1,620-80.7% | $2,797-88.8% | $2,565-87.8% |
| Participant deferral / active EE | $1,993 | $2,859-30.3% | $4,349-54.2% | $3,952-49.6% |
| Admin fee / account holder | $10,541 | $3,768+179.7% | $5,537+90.4% | $6,260+68.4% |