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 | $82,952 | $101,724-18.5% | $164,813-49.7% | $80,856+2.6% |
| Participation rate | 65.7% | 71.8%-6.1pp | 78.6%-12.9pp | 67.6%-1.9pp |
| Annual return | 7.99% | 16.72%-8.7pp | 69.93%-61.9pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,852 | $2,953-37.3% | $4,341-57.3% | $2,755-32.8% |
| Participant deferral / active EE | $4,643 | $4,477+3.7% | $6,031-23.0% | $4,296+8.1% |
| Admin fee / account holder | $17,200 | $8,227+109.1% | $12,690+35.5% | $6,918+148.6% |