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 | $76,345 | $89,753-14.9% | $107,525-29.0% | $84,808-10.0% |
| Participation rate | 65.6% | 68.1%-2.4pp | 75.1%-9.4pp | 68.3%-2.7pp |
| Annual return | 9.32% | 29.48%-20.2pp | 181.32%-172.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $2,999 | $3,113-3.7% | $3,754-20.1% | $2,631+14.0% |
| Participant deferral / active EE | $6,294 | $4,056+55.2% | $5,116+23.0% | $4,212+49.4% |
| Admin fee / account holder | $2,361 | $7,222-67.3% | $8,919-73.5% | $7,344-67.8% |