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 | $46,631 | $65,041-28.3% | $90,951-48.7% | $79,858-41.6% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 6.78% | 30.45%-23.7pp | 134.60%-127.8pp | 31.71%-24.9pp |
| Employer contribution / active EE | $888 | $1,247-28.8% | $2,122-58.1% | $2,471-64.0% |
| Participant deferral / active EE | $2,531 | $2,512+0.7% | $3,373-25.0% | $3,740-32.3% |
| Admin fee / account holder | $43,882 | $4,536+867.4% | $5,959+636.5% | $5,306+727.0% |