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 | $59,824 | $52,279+14.4% | $89,391-33.1% | $79,858-25.1% |
| Participation rate | 33.0% | 57.5%-24.5pp | 68.0%-35.0pp | 69.6%-36.6pp |
| Annual return | 9.55% | 22.16%-12.6pp | 245.62%-236.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,151 | $1,572-26.7% | $2,586-55.5% | $2,471-53.4% |
| Participant deferral / active EE | $2,133 | $2,740-22.2% | $3,890-45.2% | $3,740-43.0% |
| Admin fee / account holder | $10,378 | $3,356+209.2% | $4,881+112.6% | $5,306+95.6% |