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 | $52,242 | $77,899-32.9% | $149,673-65.1% | $75,163-30.5% |
| Participation rate | 55.3% | 65.6%-10.3pp | 78.8%-23.5pp | 67.2%-11.9pp |
| Annual return | 11.25% | 31.72%-20.5pp | 134.42%-123.2pp | 160.62%-149.4pp |
| Employer contribution / active EE | $974 | $3,137-69.0% | $4,818-79.8% | $2,670-63.5% |
| Participant deferral / active EE | $3,708 | $3,411+8.7% | $5,680-34.7% | $4,125-10.1% |
| Admin fee / account holder | $3,928 | $5,956-34.1% | $13,210-70.3% | $5,651-30.5% |