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 | $84,073 | $138,347-39.2% | $184,203-54.4% | $80,856+4.0% |
| Participation rate | 67.1% | 83.9%-16.8pp | 86.8%-19.7pp | 67.6%-0.5pp |
| Annual return | 10.34% | 20.02%-9.7pp | 28.81%-18.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,870 | $4,850-61.5% | $6,427-70.9% | $2,755-32.1% |
| Participant deferral / active EE | $3,291 | $7,071-53.5% | $9,131-64.0% | $4,296-23.4% |
| Admin fee / account holder | $9,340 | $10,483-10.9% | $13,901-32.8% | $6,918+35.0% |