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 | $49,371 | $104,251-52.6% | $91,001-45.7% | $147,584-66.5% |
| Participation rate | 42.9% | 78.2%-35.4pp | 75.6%-32.7pp | 82.8%-40.0pp |
| Annual return | 4.71% | 27.06%-22.4pp | 4.60%+0.1pp | 578.55%-573.8pp |
| Employer contribution / active EE | $1,093 | $3,116-64.9% | $2,456-55.5% | $4,876-77.6% |
| Participant deferral / active EE | $4,020 | $4,195-4.2% | $3,547+13.3% | $5,439-26.1% |
| Admin fee / account holder | $9,087 | $8,948+1.6% | $5,417+67.8% | $10,885-16.5% |