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 | $32,696 | $85,022-61.5% | $70,515-53.6% | $139,434-76.6% |
| Participation rate | 56.3% | 73.9%-17.7pp | 68.3%-12.1pp | 80.3%-24.1pp |
| Annual return | 9.97% | 30.38%-20.4pp | 32.77%-22.8pp | 372.94%-363.0pp |
| Employer contribution / active EE | $1,279 | $3,909-67.3% | $2,973-57.0% | $4,751-73.1% |
| Participant deferral / active EE | $1,577 | $5,890-73.2% | $4,567-65.5% | $6,710-76.5% |
| Admin fee / account holder | $7,215 | $8,906-19.0% | $6,412+12.5% | $11,403-36.7% |