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 | $67,386 | $65,409+3.0% | $98,442-31.5% | $85,850-21.5% |
| Participation rate | 61.5% | 65.0%-3.5pp | 73.3%-11.8pp | 69.3%-7.8pp |
| Annual return | 9.69% | 21.76%-12.1pp | 1492.73%-1483.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $1,392 | $2,168-35.8% | $2,960-53.0% | $2,565-45.7% |
| Participant deferral / active EE | $1,763 | $3,166-44.3% | $4,276-58.8% | $3,952-55.4% |
| Admin fee / account holder | $995 | $4,593-78.3% | $5,949-83.3% | $6,260-84.1% |