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 7-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 | $45,113 | $95,266-52.6% | $82,389-45.2% | $142,382-68.3% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.5%-15.0pp | 80.1%-25.6pp |
| Annual return | 10.68% | 25.74%-15.1pp | 28.67%-18.0pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,089 | $2,991-30.2% | $2,517-17.0% | $4,299-51.4% |
| Participant deferral / active EE | $2,984 | $4,809-37.9% | $4,155-28.2% | $6,507-54.1% |
| Admin fee / account holder | $1,579 | $8,563-81.6% | $7,231-78.2% | $12,624-87.5% |