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 | $63,768 | $86,286-26.1% | $111,297-42.7% | $85,850-25.7% |
| Participation rate | 63.4% | 73.3%-9.9pp | 77.3%-13.9pp | 69.3%-5.9pp |
| Annual return | 8.14% | 19.99%-11.8pp | 54.65%-46.5pp | 318.53%-310.4pp |
| Employer contribution / active EE | $1,800 | $2,043-11.9% | $2,731-34.1% | $2,565-29.8% |
| Participant deferral / active EE | $5,104 | $3,641+40.2% | $4,487+13.8% | $3,952+29.2% |
| Admin fee / account holder | $3,473 | $8,188-57.6% | $7,964-56.4% | $6,260-44.5% |