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 | $46,042 | $65,409-29.6% | $98,442-53.2% | $85,850-46.4% |
| Participation rate | 51.4% | 65.0%-13.6pp | 73.3%-22.0pp | 69.3%-18.0pp |
| Annual return | 9.61% | 21.76%-12.1pp | 1492.73%-1483.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $744 | $2,168-65.7% | $2,960-74.9% | $2,565-71.0% |
| Participant deferral / active EE | $2,463 | $3,166-22.2% | $4,276-42.4% | $3,952-37.7% |
| Admin fee / account holder | $4,356 | $4,593-5.1% | $5,949-26.8% | $6,260-30.4% |