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 | $58,499 | $56,317+3.9% | $71,209-17.8% | $74,304-21.3% |
| Participation rate | 15.2% | 55.1%-40.0pp | 73.8%-58.6pp | 60.3%-45.2pp |
| Annual return | 12.85% | 42.83%-30.0pp | 282.51%-269.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $401 | $2,160-81.4% | $2,721-85.3% | $2,241-82.1% |
| Participant deferral / active EE | $970 | $2,788-65.2% | $4,175-76.8% | $3,767-74.3% |
| Admin fee / account holder | $12,253 | $2,290+435.2% | $5,349+129.1% | $2,969+312.7% |