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 | $60,262 | $96,484-37.5% | $156,263-61.4% | $74,304-18.9% |
| Participation rate | 59.5% | 67.7%-8.1pp | 78.9%-19.4pp | 60.3%-0.8pp |
| Annual return | 7.21% | 17.73%-10.5pp | 59.47%-52.3pp | 29.43%-22.2pp |
| Employer contribution / active EE | $2,389 | $2,528-5.5% | $4,333-44.9% | $2,241+6.6% |
| Participant deferral / active EE | $2,715 | $4,286-36.7% | $6,158-55.9% | $3,767-27.9% |
| Admin fee / account holder | $44,770 | $3,728+1101.0% | $14,255+214.1% | $2,969+1408.0% |