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 | $58,517 | $64,324-9.0% | $118,925-50.8% | $79,858-26.7% |
| Participation rate | 43.3% | 64.9%-21.5pp | 75.4%-32.0pp | 69.6%-26.3pp |
| Annual return | 9.89% | 86.45%-76.6pp | 35.88%-26.0pp | 31.71%-21.8pp |
| Employer contribution / active EE | $687 | $1,836-62.6% | $3,263-78.9% | $2,471-72.2% |
| Participant deferral / active EE | $1,307 | $2,824-53.7% | $4,265-69.4% | $3,740-65.1% |
| Admin fee / account holder | $1,253 | $4,040-69.0% | $6,581-81.0% | $5,306-76.4% |