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 | $58,640 | $54,541+7.5% | $78,778-25.6% | $70,131-16.4% |
| Participation rate | 26.9% | 60.8%-33.9pp | 69.2%-42.3pp | 69.5%-42.6pp |
| Annual return | 6.59% | 21.07%-14.5pp | 35.62%-29.0pp | 73.14%-66.6pp |
| Employer contribution / active EE | $605 | $1,089-44.4% | $1,986-69.5% | $2,342-74.2% |
| Participant deferral / active EE | $1,316 | $2,210-40.5% | $2,958-55.5% | $3,332-60.5% |
| Admin fee / account holder | $301 | $3,709-91.9% | $5,134-94.1% | $4,645-93.5% |