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 | $73,336 | $159,602-54.1% | $150,045-51.1% | $142,382-48.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.3%-22.3pp | 80.1%-20.1pp |
| Annual return | 1.60% | 70.24%-68.6pp | 62.55%-60.9pp | 217.08%-215.5pp |
| Employer contribution / active EE | $904 | $4,961-81.8% | $4,693-80.7% | $4,299-79.0% |
| Participant deferral / active EE | $3,520 | $8,310-57.6% | $7,997-56.0% | $6,507-45.9% |
| Admin fee / account holder | $26,204 | $14,846+76.5% | $13,435+95.0% | $12,624+107.6% |