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 | $53,488 | $91,552-41.6% | $133,956-60.1% | $79,858-33.0% |
| Participation rate | 43.6% | 73.3%-29.7pp | 79.8%-36.2pp | 69.6%-26.0pp |
| Annual return | 8.68% | 61.85%-53.2pp | 45.09%-36.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,481 | $2,384-37.9% | $3,919-62.2% | $2,471-40.1% |
| Participant deferral / active EE | $2,252 | $3,733-39.7% | $5,048-55.4% | $3,740-39.8% |
| Admin fee / account holder | $4,113 | $6,321-34.9% | $8,927-53.9% | $5,306-22.5% |