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 | $58,940 | $94,625-37.7% | $116,228-49.3% | $84,808-30.5% |
| Participation rate | 55.6% | 70.4%-14.9pp | 74.6%-19.0pp | 68.3%-12.8pp |
| Annual return | 9.72% | 20.40%-10.7pp | 90.06%-80.3pp | 40.90%-31.2pp |
| Employer contribution / active EE | $1,119 | $2,347-52.3% | $2,994-62.6% | $2,631-57.5% |
| Participant deferral / active EE | $2,145 | $3,972-46.0% | $4,953-56.7% | $4,212-49.1% |
| Admin fee / account holder | $8,849 | $10,091-12.3% | $11,989-26.2% | $7,344+20.5% |