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 | $48,332 | $60,124-19.6% | $90,404-46.5% | $79,858-39.5% |
| Participation rate | 53.3% | 65.0%-11.6pp | 72.7%-19.3pp | 69.6%-16.3pp |
| Annual return | 7.64% | 71.94%-64.3pp | 1293.02%-1285.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,335 | $2,068-35.4% | $3,262-59.1% | $2,471-46.0% |
| Participant deferral / active EE | $2,050 | $2,938-30.2% | $3,963-48.3% | $3,740-45.2% |
| Admin fee / account holder | $1,614 | $3,976-59.4% | $5,611-71.2% | $5,306-69.6% |