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 | $48,886 | $104,974-53.4% | $95,585-48.9% | $142,382-65.7% |
| Participation rate | 64.7% | 75.0%-10.3pp | 72.1%-7.4pp | 80.1%-15.4pp |
| Annual return | 8.96% | 210.33%-201.4pp | 38.56%-29.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $994 | $2,779-64.2% | $2,527-60.7% | $4,299-76.9% |
| Participant deferral / active EE | $1,517 | $4,352-65.1% | $4,023-62.3% | $6,507-76.7% |
| Admin fee / account holder | $1,020 | $6,386-84.0% | $6,127-83.3% | $12,624-91.9% |