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 | $66,222 | $73,933-10.4% | $96,683-31.5% | $75,163-11.9% |
| Participation rate | 51.9% | 66.4%-14.5pp | 74.3%-22.4pp | 67.2%-15.3pp |
| Annual return | 9.63% | 26.70%-17.1pp | 35.69%-26.1pp | 160.62%-151.0pp |
| Employer contribution / active EE | $1,009 | $2,928-65.5% | $3,737-73.0% | $2,670-62.2% |
| Participant deferral / active EE | $1,848 | $3,659-49.5% | $4,878-62.1% | $4,125-55.2% |
| Admin fee / account holder | $10,509 | $5,216+101.5% | $6,730+56.2% | $5,651+86.0% |