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 | $38,888 | $106,515-63.5% | $96,683-59.8% | $139,434-72.1% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.3%-12.8pp | 80.3%-18.8pp |
| Annual return | 8.85% | 38.43%-29.6pp | 35.69%-26.8pp | 372.94%-364.1pp |
| Employer contribution / active EE | $902 | $4,103-78.0% | $3,737-75.9% | $4,751-81.0% |
| Participant deferral / active EE | $4,342 | $5,454-20.4% | $4,878-11.0% | $6,710-35.3% |
| Admin fee / account holder | $1,285 | $7,877-83.7% | $6,730-80.9% | $11,403-88.7% |