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 | $47,779 | $51,175-6.6% | $70,515-32.2% | $75,163-36.4% |
| Participation rate | 69.8% | 60.9%+8.8pp | 68.3%+1.4pp | 67.2%+2.6pp |
| Annual return | 11.67% | 30.02%-18.4pp | 32.77%-21.1pp | 160.62%-148.9pp |
| Employer contribution / active EE | $396 | $1,826-78.3% | $2,973-86.7% | $2,670-85.2% |
| Participant deferral / active EE | $1,614 | $2,849-43.4% | $4,567-64.7% | $4,125-60.9% |
| Admin fee / account holder | $4,970 | $4,091+21.5% | $6,412-22.5% | $5,651-12.1% |