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 | $47,458 | $63,346-25.1% | $92,233-48.5% | $70,131-32.3% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 8.94% | 530.12%-521.2pp | 176.28%-167.3pp | 73.14%-64.2pp |
| Employer contribution / active EE | $4,794 | $2,471+94.0% | $3,679+30.3% | $2,342+104.6% |
| Participant deferral / active EE | $1,889 | $2,854-33.8% | $3,897-51.5% | $3,332-43.3% |
| Admin fee / account holder | $1,290 | $3,840-66.4% | $5,194-75.2% | $4,645-72.2% |