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 | $62,570 | $65,409-4.3% | $98,442-36.4% | $85,850-27.1% |
| Participation rate | 45.2% | 65.0%-19.8pp | 73.3%-28.1pp | 69.3%-24.1pp |
| Annual return | 9.08% | 21.76%-12.7pp | 1492.73%-1483.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $730 | $2,168-66.3% | $2,960-75.3% | $2,565-71.5% |
| Participant deferral / active EE | $1,072 | $3,166-66.1% | $4,276-74.9% | $3,952-72.9% |
| Admin fee / account holder | $1,380 | $4,593-69.9% | $5,949-76.8% | $6,260-77.9% |