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 | $50,942 | $51,576-1.2% | $129,207-60.6% | $80,856-37.0% |
| Participation rate | 65.7% | 57.0%+8.7pp | 69.6%-3.9pp | 67.6%-1.9pp |
| Annual return | 6.99% | 20.81%-13.8pp | 9417.33%-9410.3pp | 35.59%-28.6pp |
| Employer contribution / active EE | $1,391 | $1,584-12.2% | $4,153-66.5% | $2,755-49.5% |
| Participant deferral / active EE | $1,466 | $2,669-45.1% | $4,168-64.8% | $4,296-65.9% |
| Admin fee / account holder | $4,085 | $4,305-5.1% | $7,715-47.0% | $6,918-41.0% |