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 | $73,030 | $118,849-38.6% | $96,562-24.4% | $167,490-56.4% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.1pp | 82.1%-15.4pp |
| Annual return | 4.60% | 50.49%-45.9pp | 37.78%-33.2pp | 478.56%-474.0pp |
| Employer contribution / active EE | $482 | $3,120-84.5% | $2,356-79.5% | $4,837-90.0% |
| Participant deferral / active EE | $1,446 | $4,616-68.7% | $3,849-62.4% | $6,341-77.2% |
| Admin fee / account holder | $1,151 | $8,065-85.7% | $6,181-81.4% | $12,309-90.6% |