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 | $69,818 | $73,933-5.6% | $96,683-27.8% | $75,163-7.1% |
| Participation rate | 57.1% | 66.4%-9.3pp | 74.3%-17.2pp | 67.2%-10.0pp |
| Annual return | 12.27% | 26.70%-14.4pp | 35.69%-23.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $2,155 | $2,928-26.4% | $3,737-42.3% | $2,670-19.3% |
| Participant deferral / active EE | $5,511 | $3,659+50.6% | $4,878+13.0% | $4,125+33.6% |
| Admin fee / account holder | $28,340 | $5,216+443.3% | $6,730+321.1% | $5,651+401.5% |