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 | $81,851 | $89,355-8.4% | $141,162-42.0% | $72,985+12.1% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.5%-20.0pp | 69.5%-7.0pp |
| Annual return | 13.87% | 111.85%-98.0pp | 71.39%-57.5pp | 81.00%-67.1pp |
| Employer contribution / active EE | $874 | $3,114-71.9% | $4,735-81.5% | $2,440-64.2% |
| Participant deferral / active EE | $3,708 | $5,418-31.6% | $6,709-44.7% | $3,607+2.8% |
| Admin fee / account holder | $6,574 | $5,958+10.3% | $10,261-35.9% | $5,124+28.3% |