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 | $40,813 | $107,452-62.0% | $91,541-55.4% | $142,382-71.3% |
| Participation rate | 65.2% | 75.1%-9.9pp | 69.8%-4.6pp | 80.1%-14.9pp |
| Annual return | 9.72% | 22.06%-12.3pp | 20.50%-10.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,137 | $2,994-62.0% | $2,505-54.6% | $4,299-73.5% |
| Participant deferral / active EE | $1,890 | $4,754-60.2% | $4,008-52.8% | $6,507-71.0% |
| Admin fee / account holder | $4,764 | $8,834-46.1% | $6,956-31.5% | $12,624-62.3% |