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 | $85,753 | $148,978-42.4% | $200,582-57.2% | $84,808+1.1% |
| Participation rate | 65.4% | 84.2%-18.8pp | 86.9%-21.5pp | 68.3%-2.9pp |
| Annual return | 6.92% | 28.16%-21.2pp | 42.33%-35.4pp | 40.90%-34.0pp |
| Employer contribution / active EE | $2,058 | $4,815-57.3% | $6,419-67.9% | $2,631-21.8% |
| Participant deferral / active EE | $6,494 | $7,142-9.1% | $9,331-30.4% | $4,212+54.2% |
| Admin fee / account holder | $58,027 | $13,977+315.2% | $16,305+255.9% | $7,344+690.2% |