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 | $54,261 | $53,777+0.9% | $134,143-59.5% | $79,858-32.1% |
| Participation rate | 55.6% | 58.8%-3.2pp | 72.2%-16.6pp | 69.6%-14.1pp |
| Annual return | 5.04% | 19.01%-14.0pp | 36.33%-31.3pp | 31.71%-26.7pp |
| Employer contribution / active EE | $583 | $1,321-55.9% | $3,704-84.3% | $2,471-76.4% |
| Participant deferral / active EE | $2,614 | $2,420+8.0% | $3,499-25.3% | $3,740-30.1% |
| Admin fee / account holder | $923 | $3,984-76.8% | $6,684-86.2% | $5,306-82.6% |