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 | $51,363 | $46,553+10.3% | $64,056-19.8% | $75,163-31.7% |
| Participation rate | 61.3% | 65.9%-4.6pp | 72.3%-11.0pp | 67.2%-5.9pp |
| Annual return | 11.54% | 26.03%-14.5pp | 33.69%-22.1pp | 160.62%-149.1pp |
| Employer contribution / active EE | $707 | $1,974-64.2% | $2,747-74.2% | $2,670-73.5% |
| Participant deferral / active EE | $2,226 | $2,837-21.5% | $3,880-42.6% | $4,125-46.0% |
| Admin fee / account holder | $10,857 | $2,952+267.8% | $3,068+253.8% | $5,651+92.1% |