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 | $71,540 | $95,266-24.9% | $82,389-13.2% | $142,382-49.8% |
| Participation rate | 61.9% | 74.5%-12.6pp | 69.5%-7.6pp | 80.1%-18.2pp |
| Annual return | 5.73% | 25.74%-20.0pp | 28.67%-22.9pp | 217.08%-211.3pp |
| Employer contribution / active EE | $1,740 | $2,991-41.8% | $2,517-30.9% | $4,299-59.5% |
| Participant deferral / active EE | $2,125 | $4,809-55.8% | $4,155-48.8% | $6,507-67.3% |
| Admin fee / account holder | $80,717 | $8,563+842.6% | $7,231+1016.3% | $12,624+539.4% |