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 | $49,006 | $148,534-67.0% | $135,903-63.9% | $139,434-64.9% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 11.98% | 79.19%-67.2pp | 68.23%-56.3pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,472 | $5,243-52.8% | $4,856-49.1% | $4,751-48.0% |
| Participant deferral / active EE | $3,630 | $8,100-55.2% | $7,758-53.2% | $6,710-45.9% |
| Admin fee / account holder | $2,497 | $12,400-79.9% | $10,762-76.8% | $11,403-78.1% |