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 | $45,137 | $62,573-27.9% | $85,682-47.3% | $85,850-47.4% |
| Participation rate | 60.3% | 61.1%-0.8pp | 69.9%-9.5pp | 69.3%-9.0pp |
| Annual return | 9.44% | 23.77%-14.3pp | 21.49%-12.1pp | 318.53%-309.1pp |
| Employer contribution / active EE | $647 | $1,757-63.1% | $2,618-75.3% | $2,565-74.8% |
| Participant deferral / active EE | $2,461 | $2,802-12.2% | $3,923-37.3% | $3,952-37.7% |
| Admin fee / account holder | $5,366 | $4,640+15.6% | $6,873-21.9% | $6,260-14.3% |