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 | $38,644 | $89,355-56.8% | $141,162-72.6% | $72,985-47.1% |
| Participation rate | 69.7% | 75.1%-5.4pp | 82.5%-12.8pp | 69.5%+0.2pp |
| Annual return | 18.73% | 111.85%-93.1pp | 71.39%-52.7pp | 81.00%-62.3pp |
| Employer contribution / active EE | $1,996 | $3,114-35.9% | $4,735-57.9% | $2,440-18.2% |
| Participant deferral / active EE | $4,068 | $5,418-24.9% | $6,709-39.4% | $3,607+12.8% |
| Admin fee / account holder | $1,051 | $5,958-82.4% | $10,261-89.8% | $5,124-79.5% |