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 | $49,269 | $176,812-72.1% | $146,665-66.4% | $167,490-70.6% |
| Participation rate | 57.1% | 83.6%-26.5pp | 80.1%-22.9pp | 82.1%-25.0pp |
| Annual return | 5.19% | 24.03%-18.8pp | 22.74%-17.6pp | 478.56%-473.4pp |
| Employer contribution / active EE | $1,061 | $5,160-79.4% | $4,136-74.4% | $4,837-78.1% |
| Participant deferral / active EE | $2,303 | $6,440-64.2% | $5,506-58.2% | $6,341-63.7% |
| Admin fee / account holder | $2,737 | $13,259-79.4% | $10,280-73.4% | $12,309-77.8% |