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 | $62,874 | $65,395-3.9% | $182,532-65.6% | $72,985-13.9% |
| Participation rate | 66.7% | 65.4%+1.2pp | 78.0%-11.3pp | 69.5%-2.8pp |
| Annual return | 3.43% | 27.68%-24.2pp | 148.54%-145.1pp | 81.00%-77.6pp |
| Employer contribution / active EE | $540 | $1,911-71.7% | $4,076-86.7% | $2,440-77.9% |
| Participant deferral / active EE | $3,834 | $3,563+7.6% | $5,524-30.6% | $3,607+6.3% |
| Admin fee / account holder | $993 | $4,245-76.6% | $8,592-88.4% | $5,124-80.6% |