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 | $51,045 | $89,753-43.1% | $107,525-52.5% | $84,808-39.8% |
| Participation rate | 51.9% | 68.1%-16.1pp | 75.1%-23.2pp | 68.3%-16.4pp |
| Annual return | 11.31% | 29.48%-18.2pp | 181.32%-170.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,134 | $3,113-31.5% | $3,754-43.2% | $2,631-18.9% |
| Participant deferral / active EE | $5,010 | $4,056+23.5% | $5,116-2.1% | $4,212+19.0% |
| Admin fee / account holder | $35,629 | $7,222+393.3% | $8,919+299.5% | $7,344+385.2% |