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 | $73,683 | $65,561+12.4% | $86,188-14.5% | $75,163-2.0% |
| Participation rate | 21.2% | 60.5%-39.3pp | 69.0%-47.7pp | 67.2%-46.0pp |
| Annual return | 10.32% | 46.05%-35.7pp | 1168.45%-1158.1pp | 160.62%-150.3pp |
| Employer contribution / active EE | $645 | $1,553-58.5% | $2,380-72.9% | $2,670-75.8% |
| Participant deferral / active EE | $2,017 | $3,024-33.3% | $3,985-49.4% | $4,125-51.1% |
| Admin fee / account holder | $7,137 | $5,474+30.4% | $6,852+4.2% | $5,651+26.3% |