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 6-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 | $47,689 | $78,422-39.2% | $95,952-50.3% | $79,858-40.3% |
| Participation rate | 46.8% | 73.5%-26.7pp | 77.1%-30.3pp | 69.6%-22.8pp |
| Annual return | 10.00% | 19.37%-9.4pp | 91.61%-81.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $909 | $1,945-53.3% | $2,541-64.2% | $2,471-63.2% |
| Participant deferral / active EE | $2,339 | $3,440-32.0% | $4,167-43.9% | $3,740-37.5% |
| Admin fee / account holder | $14,950 | $5,622+165.9% | $6,795+120.0% | $5,306+181.7% |