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 | $75,013 | $72,277+3.8% | $101,248-25.9% | $79,858-6.1% |
| Participation rate | 48.1% | 68.5%-20.3pp | 75.8%-27.7pp | 69.6%-21.5pp |
| Annual return | 8.83% | 22.30%-13.5pp | 46.47%-37.6pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,000 | $2,692-62.8% | $3,660-72.7% | $2,471-59.5% |
| Participant deferral / active EE | $2,679 | $3,282-18.4% | $4,370-38.7% | $3,740-28.4% |
| Admin fee / account holder | $13,775 | $4,400+213.0% | $5,945+131.7% | $5,306+159.6% |