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 | $47,556 | $70,428-32.5% | $96,562-50.8% | $85,850-44.6% |
| Participation rate | 26.7% | 61.8%-35.1pp | 69.8%-43.1pp | 69.3%-42.6pp |
| Annual return | 9.14% | 18.59%-9.5pp | 37.78%-28.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,581 | $2,894-45.4% | $3,849-58.9% | $3,952-60.0% |
| Admin fee / account holder | $1,009 | $4,997-79.8% | $6,181-83.7% | $6,260-83.9% |