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 | $37,124 | $74,927-50.5% | $101,794-63.5% | $84,808-56.2% |
| Participation rate | 60.6% | 61.4%-0.8pp | 69.2%-8.6pp | 68.3%-7.7pp |
| Annual return | 11.57% | 18.70%-7.1pp | 30.53%-19.0pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,184 | $1,522-22.2% | $2,289-48.3% | $2,631-55.0% |
| Participant deferral / active EE | $1,585 | $3,099-48.9% | $4,084-61.2% | $4,212-62.4% |
| Admin fee / account holder | $1,862 | $6,514-71.4% | $8,777-78.8% | $7,344-74.6% |