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 | $68,379 | $63,346+7.9% | $92,233-25.9% | $70,131-2.5% |
| Participation rate | 22.6% | 68.7%-46.1pp | 76.5%-53.9pp | 69.5%-47.0pp |
| Annual return | 9.56% | 530.12%-520.6pp | 176.28%-166.7pp | 73.14%-63.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,473 | $2,854-48.4% | $3,897-62.2% | $3,332-55.8% |
| Admin fee / account holder | $4,709 | $3,840+22.6% | $5,194-9.3% | $4,645+1.4% |