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 | $80,638 | $114,381-29.5% | $107,525-25.0% | $142,382-43.4% |
| Participation rate | 28.6% | 78.1%-49.6pp | 75.1%-46.5pp | 80.1%-51.5pp |
| Annual return | 11.54% | 242.71%-231.2pp | 181.32%-169.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,123 | $4,015-72.0% | $3,754-70.1% | $4,299-73.9% |
| Participant deferral / active EE | $2,090 | $5,564-62.4% | $5,116-59.1% | $6,507-67.9% |
| Admin fee / account holder | $4,100 | $9,860-58.4% | $8,919-54.0% | $12,624-67.5% |