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 | $58,838 | $94,625-37.8% | $116,228-49.4% | $84,808-30.6% |
| Participation rate | 59.5% | 70.4%-11.0pp | 74.6%-15.1pp | 68.3%-8.9pp |
| Annual return | 11.22% | 20.40%-9.2pp | 90.06%-78.8pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,305 | $2,347-44.4% | $2,994-56.4% | $2,631-50.4% |
| Participant deferral / active EE | $6,945 | $3,972+74.8% | $4,953+40.2% | $4,212+64.9% |
| Admin fee / account holder | $3,365 | $10,091-66.7% | $11,989-71.9% | $7,344-54.2% |