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 | $59,372 | $75,963-21.8% | $97,995-39.4% | $70,131-15.3% |
| Participation rate | 60.7% | 77.0%-16.2pp | 82.4%-21.7pp | 69.5%-8.8pp |
| Annual return | 9.02% | 19.26%-10.2pp | 23.94%-14.9pp | 73.14%-64.1pp |
| Employer contribution / active EE | $1,159 | $3,278-64.7% | $4,158-72.1% | $2,342-50.5% |
| Participant deferral / active EE | $3,179 | $4,053-21.6% | $5,097-37.6% | $3,332-4.6% |
| Admin fee / account holder | $616 | $5,407-88.6% | $5,943-89.6% | $4,645-86.7% |