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 | $79,539 | $80,673-1.4% | $101,326-21.5% | $84,808-6.2% |
| Participation rate | 48.1% | 77.8%-29.6pp | 81.5%-33.3pp | 68.3%-20.2pp |
| Annual return | 13.83% | 38.95%-25.1pp | 36.82%-23.0pp | 40.90%-27.1pp |
| Employer contribution / active EE | $999 | $2,698-63.0% | $3,665-72.7% | $2,631-62.0% |
| Participant deferral / active EE | $3,342 | $6,840-51.1% | $7,994-58.2% | $4,212-20.6% |
| Admin fee / account holder | $8,468 | $12,784-33.8% | $11,185-24.3% | $7,344+15.3% |