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 | $71,574 | $98,750-27.5% | $149,696-52.2% | $79,858-10.4% |
| Participation rate | 67.3% | 75.8%-8.5pp | 82.5%-15.2pp | 69.6%-2.3pp |
| Annual return | 12.24% | 27.43%-15.2pp | 276.60%-264.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,298 | $3,216-59.6% | $4,644-72.1% | $2,471-47.5% |
| Participant deferral / active EE | $4,185 | $5,680-26.3% | $6,842-38.8% | $3,740+11.9% |
| Admin fee / account holder | $2,542 | $6,053-58.0% | $9,309-72.7% | $5,306-52.1% |