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 | $45,656 | $63,355-27.9% | $91,989-50.4% | $72,985-37.4% |
| Participation rate | 24.7% | 72.5%-47.8pp | 78.6%-53.9pp | 69.5%-44.8pp |
| Annual return | 17.46% | 35.35%-17.9pp | 69.02%-51.6pp | 81.00%-63.5pp |
| Employer contribution / active EE | $339 | $2,116-84.0% | $3,452-90.2% | $2,440-86.1% |
| Participant deferral / active EE | $2,662 | $4,883-45.5% | $5,923-55.0% | $3,607-26.2% |
| Admin fee / account holder | $7,563 | $4,668+62.0% | $7,743-2.3% | $5,124+47.6% |