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 | $74,043 | $80,717-8.3% | $154,803-52.2% | $84,808-12.7% |
| Participation rate | 63.0% | 66.8%-3.8pp | 78.1%-15.1pp | 68.3%-5.3pp |
| Annual return | 12.03% | 37.96%-25.9pp | 58.88%-46.9pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,190 | $2,761-20.7% | $4,305-49.1% | $2,631-16.8% |
| Participant deferral / active EE | $3,467 | $3,303+5.0% | $5,540-37.4% | $4,212-17.7% |
| Admin fee / account holder | $24,148 | $6,746+258.0% | $14,329+68.5% | $7,344+228.8% |