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 | $47,035 | $54,541-13.8% | $78,778-40.3% | $70,131-32.9% |
| Participation rate | 55.9% | 60.8%-4.9pp | 69.2%-13.3pp | 69.5%-13.7pp |
| Annual return | 10.43% | 21.07%-10.6pp | 35.62%-25.2pp | 73.14%-62.7pp |
| Employer contribution / active EE | $653 | $1,089-40.0% | $1,986-67.1% | $2,342-72.1% |
| Participant deferral / active EE | $1,485 | $2,210-32.8% | $2,958-49.8% | $3,332-55.4% |
| Admin fee / account holder | $1,544 | $3,709-58.4% | $5,134-69.9% | $4,645-66.8% |