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 | $87,404 | $77,899+12.2% | $149,673-41.6% | $75,163+16.3% |
| Participation rate | 40.5% | 65.6%-25.0pp | 78.8%-38.2pp | 67.2%-26.7pp |
| Annual return | 11.23% | 31.72%-20.5pp | 134.42%-123.2pp | 160.62%-149.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,006 | $3,411+17.5% | $5,680-29.5% | $4,125-2.9% |
| Admin fee / account holder | $12,272 | $5,956+106.0% | $13,210-7.1% | $5,651+117.2% |