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 | $47,096 | $65,365-27.9% | $92,893-49.3% | $72,985-35.5% |
| Participation rate | 51.9% | 68.3%-16.5pp | 76.0%-24.2pp | 69.5%-17.6pp |
| Annual return | 11.96% | 42.10%-30.1pp | 109.41%-97.5pp | 81.00%-69.0pp |
| Employer contribution / active EE | $866 | $2,594-66.6% | $3,653-76.3% | $2,440-64.5% |
| Participant deferral / active EE | $1,486 | $3,128-52.5% | $4,236-64.9% | $3,607-58.8% |
| Admin fee / account holder | $6,490 | $4,251+52.7% | $5,794+12.0% | $5,124+26.6% |