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 | $51,136 | $54,705-6.5% | $71,209-28.2% | $84,808-39.7% |
| Participation rate | 35.8% | 64.1%-28.3pp | 73.8%-37.9pp | 68.3%-32.5pp |
| Annual return | 13.17% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $508 | $2,158-76.5% | $2,721-81.3% | $2,631-80.7% |
| Participant deferral / active EE | $1,511 | $3,030-50.1% | $4,175-63.8% | $4,212-64.1% |
| Admin fee / account holder | $10,856 | $4,863+123.2% | $5,349+103.0% | $7,344+47.8% |