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 | $66,412 | $79,944-16.9% | $98,439-32.5% | $75,163-11.6% |
| Participation rate | 34.3% | 70.4%-36.1pp | 75.2%-40.9pp | 67.2%-32.9pp |
| Annual return | 11.76% | 19.75%-8.0pp | 21.16%-9.4pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,856 | $2,264-18.0% | $3,048-39.1% | $2,670-30.5% |
| Participant deferral / active EE | $4,685 | $3,752+24.9% | $4,738-1.1% | $4,125+13.6% |
| Admin fee / account holder | $81,874 | $6,840+1097.0% | $8,948+815.0% | $5,651+1348.9% |