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 | $74,374 | $72,277+2.9% | $101,248-26.5% | $79,858-6.9% |
| Participation rate | 26.4% | 68.5%-42.0pp | 75.8%-49.4pp | 69.6%-43.2pp |
| Annual return | 8.96% | 22.30%-13.3pp | 46.47%-37.5pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,724 | $2,692-36.0% | $3,660-52.9% | $2,471-30.2% |
| Participant deferral / active EE | $4,945 | $3,282+50.7% | $4,370+13.2% | $3,740+32.2% |
| Admin fee / account holder | $13,796 | $4,400+213.5% | $5,945+132.0% | $5,306+160.0% |