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 | $49,958 | $54,705-8.7% | $71,209-29.8% | $84,808-41.1% |
| Participation rate | 23.5% | 64.1%-40.6pp | 73.8%-50.3pp | 68.3%-44.8pp |
| Annual return | 12.84% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,604 | $3,030-47.1% | $4,175-61.6% | $4,212-61.9% |
| Admin fee / account holder | $3,263 | $4,863-32.9% | $5,349-39.0% | $7,344-55.6% |