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 | $65,261 | $95,561-31.7% | $77,163-15.4% | $139,434-53.2% |
| Participation rate | 61.5% | 73.9%-12.4pp | 69.6%-8.0pp | 80.3%-18.8pp |
| Annual return | 4.51% | 54.92%-50.4pp | 37.87%-33.4pp | 372.94%-368.4pp |
| Employer contribution / active EE | $996 | $3,147-68.4% | $2,535-60.7% | $4,751-79.0% |
| Participant deferral / active EE | $4,295 | $4,624-7.1% | $3,833+12.0% | $6,710-36.0% |
| Admin fee / account holder | $577 | $8,295-93.0% | $5,472-89.4% | $11,403-94.9% |