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 | $81,804 | $77,899+5.0% | $149,673-45.3% | $75,163+8.8% |
| Participation rate | 54.3% | 65.6%-11.2pp | 78.8%-24.4pp | 67.2%-12.8pp |
| Annual return | 11.72% | 31.72%-20.0pp | 134.42%-122.7pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,783 | $3,137-43.2% | $4,818-63.0% | $2,670-33.2% |
| Participant deferral / active EE | $2,620 | $3,411-23.2% | $5,680-53.9% | $4,125-36.5% |
| Admin fee / account holder | $1,258 | $5,956-78.9% | $13,210-90.5% | $5,651-77.7% |