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 | $67,796 | $88,751-23.6% | $81,812-17.1% | $145,922-53.5% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.3%-14.0pp | 80.3%-21.9pp |
| Annual return | 8.60% | 1025.40%-1016.8pp | 773.79%-765.2pp | 561.29%-552.7pp |
| Employer contribution / active EE | $749 | $3,083-75.7% | $2,912-74.3% | $4,660-83.9% |
| Participant deferral / active EE | $1,556 | $4,643-66.5% | $4,319-64.0% | $6,688-76.7% |
| Admin fee / account holder | $903 | $8,415-89.3% | $7,386-87.8% | $13,397-93.3% |