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 | $77,513 | $83,902-7.6% | $167,512-53.7% | $84,808-8.6% |
| Participation rate | 56.3% | 66.5%-10.2pp | 77.1%-20.8pp | 68.3%-12.1pp |
| Annual return | 12.68% | 91.55%-78.9pp | 1615.79%-1603.1pp | 40.90%-28.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,324 | $4,442+19.8% | $6,405-16.9% | $4,212+26.4% |
| Admin fee / account holder | $9,072 | $7,915+14.6% | $9,769-7.1% | $7,344+23.5% |