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 | $73,871 | $81,460-9.3% | $103,333-28.5% | $80,856-8.6% |
| Participation rate | 56.4% | 66.8%-10.4pp | 74.5%-18.1pp | 67.6%-11.2pp |
| Annual return | 8.38% | 25.55%-17.2pp | 24.88%-16.5pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,439 | $3,105-53.7% | $3,868-62.8% | $2,755-47.8% |
| Participant deferral / active EE | $2,456 | $3,869-36.5% | $5,057-51.4% | $4,296-42.8% |
| Admin fee / account holder | $3,782 | $6,566-42.4% | $8,355-54.7% | $6,918-45.3% |