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 | $78,295 | $130,194-39.9% | $169,993-53.9% | $71,457+9.6% |
| Participation rate | 67.9% | 86.1%-18.2pp | 87.0%-19.1pp | 67.9%0pp |
| Annual return | 14.86% | 20.37%-5.5pp | 53.37%-38.5pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,066 | $4,381-52.8% | $6,785-69.6% | $2,588-20.2% |
| Participant deferral / active EE | $4,290 | $6,923-38.0% | $10,408-58.8% | $4,2890% |
| Admin fee / account holder | $3,017 | $966+212.4% | $12,815-76.5% | $1,587+90.1% |