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 | $52,366 | $89,753-41.7% | $107,525-51.3% | $84,808-38.3% |
| Participation rate | 32.6% | 68.1%-35.5pp | 75.1%-42.5pp | 68.3%-35.7pp |
| Annual return | 11.34% | 29.48%-18.1pp | 181.32%-170.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,404 | $3,113-54.9% | $3,754-62.6% | $2,631-46.7% |
| Participant deferral / active EE | $2,898 | $4,056-28.5% | $5,116-43.3% | $4,212-31.2% |
| Admin fee / account holder | $21,712 | $7,222+200.6% | $8,919+143.4% | $7,344+195.6% |