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 | $57,928 | $99,985-42.1% | $146,665-60.5% | $85,850-32.5% |
| Participation rate | 45.7% | 73.1%-27.3pp | 80.1%-34.4pp | 69.3%-23.6pp |
| Annual return | 8.89% | 18.93%-10.0pp | 22.74%-13.9pp | 318.53%-309.6pp |
| Employer contribution / active EE | $1,778 | $2,559-30.5% | $4,136-57.0% | $2,565-30.7% |
| Participant deferral / active EE | $3,511 | $4,006-12.4% | $5,506-36.2% | $3,952-11.2% |
| Admin fee / account holder | $1,320 | $7,702-82.9% | $10,280-87.2% | $6,260-78.9% |