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 | $40,795 | $105,181-61.2% | $159,436-74.4% | $85,850-52.5% |
| Participation rate | 69.8% | 75.8%-5.9pp | 82.8%-13.0pp | 69.3%+0.5pp |
| Annual return | 11.87% | 45.07%-33.2pp | 263.57%-251.7pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,531 | $3,318-23.7% | $4,829-47.6% | $2,565-1.3% |
| Participant deferral / active EE | $2,898 | $5,945-51.2% | $7,352-60.6% | $3,952-26.7% |
| Admin fee / account holder | $2,272 | $6,933-67.2% | $10,799-79.0% | $6,260-63.7% |