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 | $70,488 | $107,934-34.7% | $91,989-23.4% | $152,861-53.9% |
| Participation rate | 54.5% | 81.2%-26.6pp | 78.6%-24.1pp | 82.4%-27.9pp |
| Annual return | 11.33% | 89.24%-77.9pp | 69.02%-57.7pp | 345.32%-334.0pp |
| Employer contribution / active EE | $1,010 | $4,210-76.0% | $3,452-70.8% | $4,762-78.8% |
| Participant deferral / active EE | $3,351 | $6,364-47.3% | $5,923-43.4% | $5,850-42.7% |
| Admin fee / account holder | $11,957 | $10,520+13.7% | $7,743+54.4% | $11,596+3.1% |