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 | $55,898 | $68,547-18.5% | $120,354-53.6% | $80,856-30.9% |
| Participation rate | 59.2% | 61.6%-2.4pp | 71.9%-12.7pp | 67.6%-8.4pp |
| Annual return | 10.26% | 23.60%-13.3pp | 107.15%-96.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,682 | $2,051-18.0% | $3,463-51.4% | $2,755-39.0% |
| Participant deferral / active EE | $2,014 | $3,173-36.5% | $4,991-59.7% | $4,296-53.1% |
| Admin fee / account holder | $11,744 | $5,732+104.9% | $9,423+24.6% | $6,918+69.8% |