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 | $73,330 | $106,584-31.2% | $101,326-27.6% | $142,382-48.5% |
| Participation rate | 30.8% | 82.7%-51.9pp | 81.5%-50.7pp | 80.1%-49.4pp |
| Annual return | 12.27% | 36.93%-24.7pp | 36.82%-24.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,833 | $3,956-28.4% | $3,665-22.7% | $4,299-34.1% |
| Participant deferral / active EE | $7,672 | $8,297-7.5% | $7,994-4.0% | $6,507+17.9% |
| Admin fee / account holder | $30,258 | $11,446+164.4% | $11,185+170.5% | $12,624+139.7% |