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 | $51,503 | $58,512-12.0% | $84,015-38.7% | $72,985-29.4% |
| Participation rate | 21.2% | 61.2%-40.0pp | 69.0%-47.8pp | 69.5%-48.3pp |
| Annual return | 15.34% | 28.93%-13.6pp | 71.31%-56.0pp | 81.00%-65.7pp |
| Employer contribution / active EE | $349 | $1,163-70.0% | $1,983-82.4% | $2,440-85.7% |
| Participant deferral / active EE | $1,730 | $2,394-27.7% | $3,239-46.6% | $3,607-52.1% |
| Admin fee / account holder | $12,835 | $4,569+180.9% | $6,101+110.4% | $5,124+150.5% |