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 | $76,676 | $54,705+40.2% | $71,209+7.7% | $84,808-9.6% |
| Participation rate | 59.4% | 64.1%-4.7pp | 73.8%-14.4pp | 68.3%-8.9pp |
| Annual return | 13.25% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,018 | $2,158-6.5% | $2,721-25.8% | $2,631-23.3% |
| Participant deferral / active EE | $4,007 | $3,030+32.2% | $4,175-4.0% | $4,212-4.9% |
| Admin fee / account holder | $61,230 | $4,863+1159.0% | $5,349+1044.7% | $7,344+733.8% |