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 | $64,026 | $72,277-11.4% | $101,248-36.8% | $79,858-19.8% |
| Participation rate | 53.8% | 68.5%-14.6pp | 75.8%-22.0pp | 69.6%-15.8pp |
| Annual return | 7.49% | 22.30%-14.8pp | 46.47%-39.0pp | 31.71%-24.2pp |
| Employer contribution / active EE | $1,424 | $2,692-47.1% | $3,660-61.1% | $2,471-42.4% |
| Participant deferral / active EE | $3,146 | $3,282-4.1% | $4,370-28.0% | $3,740-15.9% |
| Admin fee / account holder | $21,182 | $4,400+381.4% | $5,945+256.3% | $5,306+299.2% |