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 | $57,143 | $148,534-61.5% | $135,903-58.0% | $139,434-59.0% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 10.21% | 79.19%-69.0pp | 68.23%-58.0pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,648 | $5,243-68.6% | $4,856-66.1% | $4,751-65.3% |
| Participant deferral / active EE | $3,684 | $8,100-54.5% | $7,758-52.5% | $6,710-45.1% |
| Admin fee / account holder | $25,553 | $12,400+106.1% | $10,762+137.4% | $11,403+124.1% |