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 | $51,228 | $81,208-36.9% | $98,907-48.2% | $79,858-35.9% |
| Participation rate | 61.7% | 72.5%-10.8pp | 76.0%-14.3pp | 69.6%-7.9pp |
| Annual return | 9.29% | 60.99%-51.7pp | 196.43%-187.1pp | 31.71%-22.4pp |
| Employer contribution / active EE | $756 | $1,960-61.4% | $2,689-71.9% | $2,471-69.4% |
| Participant deferral / active EE | $1,854 | $3,265-43.2% | $4,244-56.3% | $3,740-50.4% |
| Admin fee / account holder | $13,661 | $6,013+127.2% | $6,642+105.7% | $5,306+157.4% |