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 | $57,352 | $58,208-1.5% | $81,812-29.9% | $80,856-29.1% |
| Participation rate | 45.8% | 63.4%-17.6pp | 72.3%-26.6pp | 67.6%-21.9pp |
| Annual return | 8.44% | 41.66%-33.2pp | 773.79%-765.4pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,125 | $2,340-51.9% | $2,912-61.4% | $2,755-59.2% |
| Participant deferral / active EE | $1,814 | $3,281-44.7% | $4,319-58.0% | $4,296-57.8% |
| Admin fee / account holder | $2,919 | $4,981-41.4% | $7,386-60.5% | $6,918-57.8% |