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 | $50,692 | $63,346-20.0% | $92,233-45.0% | $70,131-27.7% |
| Participation rate | 61.4% | 68.7%-7.3pp | 76.5%-15.1pp | 69.5%-8.2pp |
| Annual return | 11.96% | 530.12%-518.2pp | 176.28%-164.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,738 | $2,471-29.7% | $3,679-52.8% | $2,342-25.8% |
| Participant deferral / active EE | $3,621 | $2,854+26.9% | $3,897-7.1% | $3,332+8.7% |
| Admin fee / account holder | $936 | $3,840-75.6% | $5,194-82.0% | $4,645-79.8% |