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 | $50,191 | $84,233-40.4% | $170,442-70.6% | $70,131-28.4% |
| Participation rate | 34.4% | 70.8%-36.5pp | 83.6%-49.2pp | 69.5%-35.2pp |
| Annual return | 10.27% | 23.06%-12.8pp | 205.93%-195.7pp | 73.14%-62.9pp |
| Employer contribution / active EE | $404 | $3,387-88.1% | $5,433-92.6% | $2,342-82.7% |
| Participant deferral / active EE | $1,090 | $3,086-64.7% | $4,939-77.9% | $3,332-67.3% |
| Admin fee / account holder | $14,817 | $5,698+160.0% | $13,880+6.7% | $4,645+219.0% |