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 | $47,439 | $165,335-71.3% | $149,696-68.3% | $158,922-70.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 7.65% | 348.15%-340.5pp | 276.60%-269.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $2,455 | $5,103-51.9% | $4,644-47.1% | $4,761-48.4% |
| Participant deferral / active EE | $2,485 | $7,181-65.4% | $6,842-63.7% | $5,982-58.5% |
| Admin fee / account holder | $2,794 | $10,807-74.1% | $9,309-70.0% | $11,246-75.2% |