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 | $37,321 | $98,750-62.2% | $149,696-75.1% | $79,858-53.3% |
| Participation rate | 55.9% | 75.8%-19.9pp | 82.5%-26.6pp | 69.6%-13.8pp |
| Annual return | 7.64% | 27.43%-19.8pp | 276.60%-269.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,676 | $3,216-47.9% | $4,644-63.9% | $2,471-32.2% |
| Participant deferral / active EE | $3,169 | $5,680-44.2% | $6,842-53.7% | $3,740-15.3% |
| Admin fee / account holder | $3,301 | $6,053-45.5% | $9,309-64.5% | $5,306-37.8% |