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 | $44,242 | $135,952-67.5% | $123,892-64.3% | $273,961-83.9% |
| Participation rate | 56.3% | 84.1%-27.8pp | 81.4%-25.2pp | 83.0%-26.8pp |
| Annual return | 2.04% | 56.63%-54.6pp | 47.52%-45.5pp | 41.45%-39.4pp |
| Employer contribution / active EE | $7,740 | $5,170+49.7% | $4,617+67.6% | $4,869+59.0% |
| Participant deferral / active EE | $6,563 | $6,343+3.5% | $5,984+9.7% | $5,287+24.1% |
| Admin fee / account holder | $3,483 | $9,817-64.5% | $8,357-58.3% | $10,132-65.6% |