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 | $48,620 | $53,127-8.5% | $86,590-43.8% | $70,131-30.7% |
| Participation rate | 37.5% | 65.3%-27.8pp | 73.5%-36.0pp | 69.5%-32.0pp |
| Annual return | 9.60% | 27.66%-18.1pp | 964.84%-955.2pp | 73.14%-63.5pp |
| Employer contribution / active EE | $399 | $2,068-80.7% | $2,839-85.9% | $2,342-82.9% |
| Participant deferral / active EE | $809 | $2,696-70.0% | $3,609-77.6% | $3,332-75.7% |
| Admin fee / account holder | $2,499 | $3,585-30.3% | $4,906-49.1% | $4,645-46.2% |