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 | $72,229 | $72,277-0.1% | $101,248-28.7% | $79,858-9.6% |
| Participation rate | 68.6% | 68.5%+0.2pp | 75.8%-7.2pp | 69.6%-1.0pp |
| Annual return | 8.57% | 22.30%-13.7pp | 46.47%-37.9pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,376 | $2,692-48.9% | $3,660-62.4% | $2,471-44.3% |
| Participant deferral / active EE | $2,390 | $3,282-27.2% | $4,370-45.3% | $3,740-36.1% |
| Admin fee / account holder | $17,077 | $4,400+288.1% | $5,945+187.2% | $5,306+221.8% |