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 | $65,136 | $99,985-34.9% | $146,665-55.6% | $85,850-24.1% |
| Participation rate | 45.0% | 73.1%-28.1pp | 80.1%-35.1pp | 69.3%-24.3pp |
| Annual return | 10.00% | 18.93%-8.9pp | 22.74%-12.7pp | 318.53%-308.5pp |
| Employer contribution / active EE | $917 | $2,559-64.2% | $4,136-77.8% | $2,565-64.3% |
| Participant deferral / active EE | $4,079 | $4,006+1.8% | $5,506-25.9% | $3,952+3.2% |
| Admin fee / account holder | $8,714 | $7,702+13.1% | $10,280-15.2% | $6,260+39.2% |