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 | $50,334 | $72,277-30.4% | $101,248-50.3% | $79,858-37.0% |
| Participation rate | 60.7% | 68.5%-7.7pp | 75.8%-15.1pp | 69.6%-8.9pp |
| Annual return | -9.25% | 22.30%-31.5pp | 46.47%-55.7pp | 31.71%-41.0pp |
| Employer contribution / active EE | $1,360 | $2,692-49.5% | $3,660-62.8% | $2,471-45.0% |
| Participant deferral / active EE | $2,320 | $3,282-29.3% | $4,370-46.9% | $3,740-38.0% |
| Admin fee / account holder | $2,661 | $4,400-39.5% | $5,945-55.2% | $5,306-49.9% |