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 | $78,558 | $111,754-29.7% | $103,333-24.0% | $145,922-46.2% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.5%-15.4pp | 80.3%-21.2pp |
| Annual return | 7.60% | 24.77%-17.2pp | 24.88%-17.3pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,445 | $4,212-65.7% | $3,868-62.7% | $4,660-69.0% |
| Participant deferral / active EE | $1,791 | $5,619-68.1% | $5,057-64.6% | $6,688-73.2% |
| Admin fee / account holder | $5,802 | $9,750-40.5% | $8,355-30.6% | $13,397-56.7% |