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 | $59,097 | $106,355-44.4% | $237,244-75.1% | $116,875-49.4% |
| Participation rate | 30.0% | 71.9%-41.9pp | 80.3%-50.3pp | 74.5%-44.5pp |
| Annual return | 10.13% | 17.03%-6.9pp | 4131.29%-4121.2pp | 16.29%-6.2pp |
| Employer contribution / active EE | $394 | $1,595-75.3% | $4,351-90.9% | $3,288-88.0% |
| Participant deferral / active EE | $2,122 | $3,396-37.5% | $4,056-47.7% | $3,885-45.4% |
| Admin fee / account holder | $7,209 | $11,423-36.9% | $18,030-60.0% | $12,263-41.2% |