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 | $85,972 | $157,256-45.3% | $141,162-39.1% | $152,861-43.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 9.28% | 64.32%-55.0pp | 71.39%-62.1pp | 345.32%-336.0pp |
| Employer contribution / active EE | $1,075 | $5,261-79.6% | $4,735-77.3% | $4,762-77.4% |
| Participant deferral / active EE | $2,367 | $7,109-66.7% | $6,709-64.7% | $5,850-59.5% |
| Admin fee / account holder | $7,014 | $12,120-42.1% | $10,261-31.6% | $11,596-39.5% |