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 | $72,309 | $78,705-8.1% | $117,854-38.6% | $70,131+3.1% |
| Participation rate | 48.8% | 73.2%-24.4pp | 79.7%-30.9pp | 69.5%-20.8pp |
| Annual return | 9.09% | 23.30%-14.2pp | 335.08%-326.0pp | 73.14%-64.0pp |
| Employer contribution / active EE | $935 | $2,223-57.9% | $3,786-75.3% | $2,342-60.1% |
| Participant deferral / active EE | $1,815 | $3,297-44.9% | $4,482-59.5% | $3,332-45.5% |
| Admin fee / account holder | $2,639 | $5,065-47.9% | $8,020-67.1% | $4,645-43.2% |