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 | $53,912 | $48,364+11.5% | $71,796-24.9% | $62,891-14.3% |
| Participation rate | 34.0% | 60.6%-26.7pp | 69.1%-35.2pp | 69.3%-35.3pp |
| Annual return | 4.30% | 13.16%-8.9pp | 78.04%-73.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $404 | $1,042-61.2% | $1,924-79.0% | $2,281-82.3% |
| Participant deferral / active EE | $1,310 | $2,091-37.4% | $2,794-53.1% | $3,203-59.1% |
| Admin fee / account holder | $9,754 | $3,771+158.6% | $4,815+102.6% | $4,296+127.1% |