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 | $75,155 | $68,719+9.4% | $91,541-17.9% | $84,808-11.4% |
| Participation rate | 42.3% | 64.5%-22.3pp | 69.8%-27.5pp | 68.3%-26.1pp |
| Annual return | 11.52% | 19.12%-7.6pp | 20.50%-9.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,438 | $1,920-25.1% | $2,505-42.6% | $2,631-45.3% |
| Participant deferral / active EE | $2,938 | $3,136-6.3% | $4,008-26.7% | $4,212-30.3% |
| Admin fee / account holder | $34,532 | $5,786+496.8% | $6,956+396.4% | $7,344+370.2% |