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 | $68,574 | $159,602-57.0% | $150,045-54.3% | $142,382-51.8% |
| Participation rate | 46.2% | 84.0%-37.8pp | 82.3%-36.2pp | 80.1%-34.0pp |
| Annual return | 12.11% | 70.24%-58.1pp | 62.55%-50.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,066 | $8,310+33.2% | $7,997+38.4% | $6,507+70.1% |
| Admin fee / account holder | $46,832 | $14,846+215.4% | $13,435+248.6% | $12,624+271.0% |