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 | $48,398 | $77,314-37.4% | $177,989-72.8% | $80,856-40.1% |
| Participation rate | 67.6% | 65.7%+1.9pp | 77.1%-9.5pp | 67.6%-0.1pp |
| Annual return | 10.72% | 18.09%-7.4pp | 294.48%-283.8pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,728 | $2,292-24.6% | $3,949-56.2% | $2,755-37.3% |
| Participant deferral / active EE | $4,346 | $4,411-1.5% | $6,276-30.7% | $4,296+1.2% |
| Admin fee / account holder | $3,509 | $7,191-51.2% | $10,363-66.1% | $6,918-49.3% |