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 | $46,073 | $53,516-13.9% | $126,539-63.6% | $84,808-45.7% |
| Participation rate | 66.7% | 58.2%+8.4pp | 69.8%-3.2pp | 68.3%-1.6pp |
| Annual return | 7.57% | 58.34%-50.8pp | 425.95%-418.4pp | 40.90%-33.3pp |
| Employer contribution / active EE | $2,045 | $1,535+33.3% | $3,674-44.3% | $2,631-22.3% |
| Participant deferral / active EE | $2,102 | $2,671-21.3% | $4,083-48.5% | $4,212-50.1% |
| Admin fee / account holder | $3,085 | $4,497-31.4% | $6,065-49.1% | $7,344-58.0% |