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 | $53,955 | $60,892-11.4% | $82,389-34.5% | $84,808-36.4% |
| Participation rate | 42.9% | 63.3%-20.4pp | 69.5%-26.7pp | 68.3%-25.5pp |
| Annual return | 10.32% | 37.29%-27.0pp | 28.67%-18.3pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,063 | $1,779+15.9% | $2,517-18.0% | $2,631-21.6% |
| Participant deferral / active EE | $3,469 | $3,179+9.1% | $4,155-16.5% | $4,212-17.6% |
| Admin fee / account holder | $1,890 | $5,467-65.4% | $7,231-73.9% | $7,344-74.3% |