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 | $50,784 | $54,705-7.2% | $71,209-28.7% | $84,808-40.1% |
| Participation rate | 44.4% | 64.1%-19.6pp | 73.8%-29.3pp | 68.3%-23.9pp |
| Annual return | 9.39% | 35.90%-26.5pp | 282.51%-273.1pp | 40.90%-31.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,940 | $3,030-36.0% | $4,175-53.5% | $4,212-53.9% |
| Admin fee / account holder | $408 | $4,863-91.6% | $5,349-92.4% | $7,344-94.4% |