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 | $71,425 | $54,705+30.6% | $71,209+0.3% | $84,808-15.8% |
| Participation rate | 54.1% | 64.1%-10.0pp | 73.8%-19.7pp | 68.3%-14.3pp |
| Annual return | 12.98% | 35.90%-22.9pp | 282.51%-269.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,149 | $2,158-46.8% | $2,721-57.8% | $2,631-56.3% |
| Participant deferral / active EE | $1,834 | $3,030-39.5% | $4,175-56.1% | $4,212-56.5% |
| Admin fee / account holder | $10,847 | $4,863+123.0% | $5,349+102.8% | $7,344+47.7% |