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 | $58,699 | $51,175+14.7% | $70,515-16.8% | $75,163-21.9% |
| Participation rate | 28.6% | 60.9%-32.4pp | 68.3%-39.8pp | 67.2%-38.6pp |
| Annual return | 11.33% | 30.02%-18.7pp | 32.77%-21.4pp | 160.62%-149.3pp |
| Employer contribution / active EE | $366 | $1,826-80.0% | $2,973-87.7% | $2,670-86.3% |
| Participant deferral / active EE | $1,436 | $2,849-49.6% | $4,567-68.6% | $4,125-65.2% |
| Admin fee / account holder | $3,693 | $4,091-9.7% | $6,412-42.4% | $5,651-34.6% |