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 | $47,092 | $60,022-21.5% | $88,946-47.1% | $84,808-44.5% |
| Participation rate | 35.5% | 57.8%-22.4pp | 68.8%-33.4pp | 68.3%-32.8pp |
| Annual return | 10.99% | 22.43%-11.4pp | 57.82%-46.8pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,159 | $1,703-31.9% | $2,555-54.6% | $2,631-55.9% |
| Participant deferral / active EE | $1,787 | $3,114-42.6% | $4,581-61.0% | $4,212-57.6% |
| Admin fee / account holder | $13,136 | $4,811+173.0% | $8,261+59.0% | $7,344+78.9% |