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 | $74,521 | $74,888-0.5% | $71,209+4.7% | $142,382-47.7% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.1%-34.0pp |
| Annual return | 11.84% | 345.14%-333.3pp | 282.51%-270.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $599 | $2,854-79.0% | $2,721-78.0% | $4,299-86.1% |
| Participant deferral / active EE | $2,060 | $4,454-53.8% | $4,175-50.7% | $6,507-68.3% |
| Admin fee / account holder | $1,036 | $5,568-81.4% | $5,349-80.6% | $12,624-91.8% |