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 | $28,728 | $157,256-81.7% | $141,162-79.6% | $152,861-81.2% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.4%-18.8pp |
| Annual return | 13.72% | 64.32%-50.6pp | 71.39%-57.7pp | 345.32%-331.6pp |
| Employer contribution / active EE | $1,549 | $5,261-70.6% | $4,735-67.3% | $4,762-67.5% |
| Participant deferral / active EE | $5,521 | $7,109-22.3% | $6,709-17.7% | $5,850-5.6% |
| Admin fee / account holder | $5,976 | $12,120-50.7% | $10,261-41.8% | $11,596-48.5% |