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 | $45,173 | $65,041-30.5% | $90,951-50.3% | $79,858-43.4% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 3.81% | 30.45%-26.6pp | 134.60%-130.8pp | 31.71%-27.9pp |
| Employer contribution / active EE | $1,503 | $1,247+20.5% | $2,122-29.2% | $2,471-39.2% |
| Participant deferral / active EE | $2,550 | $2,512+1.5% | $3,373-24.4% | $3,740-31.8% |
| Admin fee / account holder | $8,866 | $4,536+95.5% | $5,959+48.8% | $5,306+67.1% |