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 | $49,039 | $59,101-17.0% | $77,163-36.4% | $75,163-34.8% |
| Participation rate | 53.8% | 63.9%-10.0pp | 69.6%-15.7pp | 67.2%-13.3pp |
| Annual return | 12.05% | 26.71%-14.7pp | 37.87%-25.8pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,517 | $1,995-24.0% | $2,535-40.2% | $2,670-43.2% |
| Participant deferral / active EE | $2,562 | $2,999-14.6% | $3,833-33.2% | $4,125-37.9% |
| Admin fee / account holder | $7,731 | $4,774+61.9% | $5,472+41.3% | $5,651+36.8% |