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 | $47,300 | $53,053-10.8% | $126,539-62.6% | $74,304-36.3% |
| Participation rate | 31.2% | 48.0%-16.8pp | 69.8%-38.6pp | 60.3%-29.2pp |
| Annual return | 12.99% | 29.46%-16.5pp | 425.95%-413.0pp | 29.43%-16.4pp |
| Employer contribution / active EE | $757 | $1,168-35.2% | $3,674-79.4% | $2,241-66.2% |
| Participant deferral / active EE | $1,536 | $2,303-33.3% | $4,083-62.4% | $3,767-59.2% |
| Admin fee / account holder | $16,968 | $3,698+358.9% | $6,065+179.8% | $2,969+471.5% |