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 | $63,714 | $109,881-42.0% | $150,045-57.5% | $84,808-24.9% |
| Participation rate | 46.7% | 76.1%-29.4pp | 82.3%-35.7pp | 68.3%-21.6pp |
| Annual return | 13.05% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,667 | $3,561-53.2% | $4,693-64.5% | $2,631-36.7% |
| Participant deferral / active EE | $4,914 | $6,636-25.9% | $7,997-38.6% | $4,212+16.7% |
| Admin fee / account holder | $10,400 | $8,568+21.4% | $13,435-22.6% | $7,344+41.6% |