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 | $56,570 | $88,751-36.3% | $81,812-30.9% | $145,922-61.2% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.3%-8.1pp | 80.3%-16.0pp |
| Annual return | 8.99% | 1025.40%-1016.4pp | 773.79%-764.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,381 | $3,083-55.2% | $2,912-52.6% | $4,660-70.4% |
| Participant deferral / active EE | $6,463 | $4,643+39.2% | $4,319+49.7% | $6,688-3.4% |
| Admin fee / account holder | $9,523 | $8,415+13.2% | $7,386+28.9% | $13,397-28.9% |