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 | $50,605 | $53,516-5.4% | $126,539-60.0% | $84,808-40.3% |
| Participation rate | 22.2% | 58.2%-36.0pp | 69.8%-47.6pp | 68.3%-46.1pp |
| Annual return | 10.96% | 58.34%-47.4pp | 425.95%-415.0pp | 40.90%-29.9pp |
| Employer contribution / active EE | $759 | $1,535-50.5% | $3,674-79.3% | $2,631-71.2% |
| Participant deferral / active EE | $1,376 | $2,671-48.5% | $4,083-66.3% | $4,212-67.3% |
| Admin fee / account holder | $42,419 | $4,497+843.4% | $6,065+599.5% | $7,344+477.6% |