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 | $60,663 | $53,777+12.8% | $134,143-54.8% | $79,858-24.0% |
| Participation rate | 42.9% | 58.8%-15.9pp | 72.2%-29.3pp | 69.6%-26.8pp |
| Annual return | 8.75% | 19.01%-10.3pp | 36.33%-27.6pp | 31.71%-23.0pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,401 | $2,420+40.6% | $3,499-2.8% | $3,740-9.1% |
| Admin fee / account holder | $500 | $3,984-87.4% | $6,684-92.5% | $5,306-90.6% |