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 | $55,757 | $80,717-30.9% | $154,803-64.0% | $84,808-34.3% |
| Participation rate | 56.5% | 66.8%-10.3pp | 78.1%-21.5pp | 68.3%-11.8pp |
| Annual return | 10.88% | 37.96%-27.1pp | 58.88%-48.0pp | 40.90%-30.0pp |
| Employer contribution / active EE | $2,050 | $2,761-25.7% | $4,305-52.4% | $2,631-22.1% |
| Participant deferral / active EE | $3,917 | $3,303+18.6% | $5,540-29.3% | $4,212-7.0% |
| Admin fee / account holder | $9,294 | $6,746+37.8% | $14,329-35.1% | $7,344+26.6% |