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 | $53,813 | $91,538-41.2% | $129,995-58.6% | $75,163-28.4% |
| Participation rate | 51.9% | 71.4%-19.5pp | 78.5%-26.6pp | 67.2%-15.3pp |
| Annual return | 9.86% | -631.11%+641.0pp | -137.18%+147.0pp | 160.62%-150.8pp |
| Employer contribution / active EE | $1,525 | $2,845-46.4% | $4,320-64.7% | $2,670-42.9% |
| Participant deferral / active EE | $2,457 | $4,341-43.4% | $5,820-57.8% | $4,125-40.4% |
| Admin fee / account holder | $2,560 | $6,790-62.3% | $10,614-75.9% | $5,651-54.7% |