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 | $51,028 | $71,050-28.2% | $93,606-45.5% | $80,856-36.9% |
| Participation rate | 54.9% | 60.4%-5.5pp | 68.7%-13.8pp | 67.6%-12.7pp |
| Annual return | 9.32% | 11.26%-1.9pp | 133.20%-123.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $877 | $1,564-43.9% | $2,420-63.8% | $2,755-68.2% |
| Participant deferral / active EE | $3,039 | $4,034-24.7% | $4,411-31.1% | $4,296-29.3% |
| Admin fee / account holder | $17,102 | $6,945+146.3% | $8,285+106.4% | $6,918+147.2% |