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 | $77,618 | $124,281-37.5% | $109,143-28.9% | $167,490-53.7% |
| Participation rate | 52.6% | 79.4%-26.8pp | 75.9%-23.2pp | 82.1%-29.5pp |
| Annual return | 7.22% | 26.04%-18.8pp | 25.75%-18.5pp | 478.56%-471.3pp |
| Employer contribution / active EE | $1,269 | $4,207-69.8% | $3,722-65.9% | $4,837-73.8% |
| Participant deferral / active EE | $4,954 | $5,255-5.7% | $4,653+6.5% | $6,341-21.9% |
| Admin fee / account holder | $969 | $7,970-87.8% | $6,752-85.6% | $12,309-92.1% |