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 | $86,505 | $148,534-41.8% | $135,903-36.3% | $139,434-38.0% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 12.07% | 79.19%-67.1pp | 68.23%-56.2pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,504 | $5,243-71.3% | $4,856-69.0% | $4,751-68.3% |
| Participant deferral / active EE | $7,014 | $8,100-13.4% | $7,758-9.6% | $6,710+4.5% |
| Admin fee / account holder | $995 | $12,400-92.0% | $10,762-90.8% | $11,403-91.3% |