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 | $58,246 | $83,902-30.6% | $167,512-65.2% | $84,808-31.3% |
| Participation rate | 64.0% | 66.5%-2.5pp | 77.1%-13.1pp | 68.3%-4.3pp |
| Annual return | 13.14% | 91.55%-78.4pp | 1615.79%-1602.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,025 | $2,264-10.5% | $3,882-47.8% | $2,631-23.0% |
| Participant deferral / active EE | $3,390 | $4,442-23.7% | $6,405-47.1% | $4,212-19.5% |
| Admin fee / account holder | $12,171 | $7,915+53.8% | $9,769+24.6% | $7,344+65.7% |