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 | $51,411 | $123,793-58.5% | $177,821-71.1% | $79,858-35.6% |
| Participation rate | 57.7% | 84.7%-27.0pp | 87.7%-30.0pp | 69.6%-11.9pp |
| Annual return | 10.29% | 22.82%-12.5pp | 48.32%-38.0pp | 31.71%-21.4pp |
| Employer contribution / active EE | $1,329 | $4,095-67.6% | $5,918-77.5% | $2,471-46.2% |
| Participant deferral / active EE | $3,394 | $5,956-43.0% | $7,714-56.0% | $3,740-9.3% |
| Admin fee / account holder | $912 | $7,243-87.4% | $12,427-92.7% | $5,306-82.8% |