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 | $75,232 | $63,861+17.8% | $104,607-28.1% | $79,858-5.8% |
| Participation rate | 60.7% | 64.9%-4.2pp | 74.1%-13.4pp | 69.6%-8.9pp |
| Annual return | 7.55% | 21.30%-13.8pp | 340.46%-332.9pp | 31.71%-24.2pp |
| Employer contribution / active EE | $922 | $1,588-42.0% | $2,681-65.6% | $2,471-62.7% |
| Participant deferral / active EE | $1,318 | $2,693-51.1% | $3,740-64.8% | $3,740-64.8% |
| Admin fee / account holder | $1,139 | $4,185-72.8% | $6,473-82.4% | $5,306-78.5% |