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 | $47,383 | $90,503-47.6% | $78,689-39.8% | $273,961-82.7% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 1.43% | 75.60%-74.2pp | 62.18%-60.7pp | 41.45%-40.0pp |
| Employer contribution / active EE | $1,795 | $3,176-43.5% | $2,851-37.0% | $4,869-63.1% |
| Participant deferral / active EE | $6,285 | $3,901+61.1% | $3,517+78.7% | $5,287+18.9% |
| Admin fee / account holder | $1,757 | $5,263-66.6% | $4,510-61.0% | $10,132-82.7% |