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 | $40,539 | $54,705-25.9% | $71,209-43.1% | $84,808-52.2% |
| Participation rate | 69.8% | 64.1%+5.7pp | 73.8%-4.0pp | 68.3%+1.5pp |
| Annual return | 13.09% | 35.90%-22.8pp | 282.51%-269.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $836 | $2,158-61.3% | $2,721-69.3% | $2,631-68.2% |
| Participant deferral / active EE | $2,068 | $3,030-31.8% | $4,175-50.5% | $4,212-50.9% |
| Admin fee / account holder | $1,322 | $4,863-72.8% | $5,349-75.3% | $7,344-82.0% |