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 | $50,391 | $89,355-43.6% | $141,162-64.3% | $72,985-31.0% |
| Participation rate | 41.9% | 75.1%-33.2pp | 82.5%-40.5pp | 69.5%-27.6pp |
| Annual return | 18.47% | 111.85%-93.4pp | 71.39%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,543 | $3,114-50.5% | $4,735-67.4% | $2,440-36.8% |
| Participant deferral / active EE | $12,698 | $5,418+134.4% | $6,709+89.3% | $3,607+252.0% |
| Admin fee / account holder | $27,521 | $5,958+361.9% | $10,261+168.2% | $5,124+437.1% |