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 | $47,248 | $54,705-13.6% | $71,209-33.6% | $84,808-44.3% |
| Participation rate | 46.0% | 64.1%-18.1pp | 73.8%-27.8pp | 68.3%-22.3pp |
| Annual return | 12.35% | 35.90%-23.5pp | 282.51%-270.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $465 | $2,158-78.5% | $2,721-82.9% | $2,631-82.3% |
| Participant deferral / active EE | $1,920 | $3,030-36.6% | $4,175-54.0% | $4,212-54.4% |
| Admin fee / account holder | $730 | $4,863-85.0% | $5,349-86.3% | $7,344-90.1% |