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 | $92,844 | $73,933+25.6% | $96,683-4.0% | $75,163+23.5% |
| Participation rate | 59.5% | 66.4%-7.0pp | 74.3%-14.9pp | 67.2%-7.7pp |
| Annual return | 12.24% | 26.70%-14.5pp | 35.69%-23.5pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,404 | $2,928-52.0% | $3,737-62.4% | $2,670-47.4% |
| Participant deferral / active EE | $1,689 | $3,659-53.8% | $4,878-65.4% | $4,125-59.1% |
| Admin fee / account holder | $6,942 | $5,216+33.1% | $6,730+3.2% | $5,651+22.8% |