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 | $74,418 | $69,207+7.5% | $64,056+16.2% | $139,434-46.6% |
| Participation rate | 56.5% | 75.6%-19.1pp | 72.3%-15.8pp | 80.3%-23.8pp |
| Annual return | 9.31% | 45.88%-36.6pp | 33.69%-24.4pp | 372.94%-363.6pp |
| Employer contribution / active EE | $1,530 | $3,182-51.9% | $2,747-44.3% | $4,751-67.8% |
| Participant deferral / active EE | $2,598 | $4,682-44.5% | $3,880-33.1% | $6,710-61.3% |
| Admin fee / account holder | $812 | $4,244-80.9% | $3,068-73.5% | $11,403-92.9% |