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 | $52,495 | $156,846-66.5% | $121,098-56.7% | $139,434-62.4% |
| Participation rate | 22.2% | 76.4%-54.2pp | 69.5%-47.3pp | 80.3%-58.1pp |
| Annual return | 4.53% | 1474.56%-1470.0pp | 985.75%-981.2pp | 372.94%-368.4pp |
| Employer contribution / active EE | $510 | $5,536-90.8% | $4,164-87.7% | $4,751-89.3% |
| Participant deferral / active EE | $1,636 | $4,844-66.2% | $4,080-59.9% | $6,710-75.6% |
| Admin fee / account holder | $4,783 | $6,946-31.1% | $5,644-15.3% | $11,403-58.1% |