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 | $46,457 | $48,795-4.8% | $65,493-29.1% | $84,808-45.2% |
| Participation rate | 68.6% | 67.0%+1.6pp | 73.1%-4.5pp | 68.3%+0.3pp |
| Annual return | 9.89% | 20.20%-10.3pp | 982.45%-972.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $391 | $1,930-79.8% | $2,574-84.8% | $2,631-85.2% |
| Participant deferral / active EE | $4,764 | $2,928+62.7% | $3,961+20.3% | $4,212+13.1% |
| Admin fee / account holder | $19,746 | $3,877+409.3% | $5,028+292.7% | $7,344+168.9% |