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 | $63,665 | $183,519-65.3% | $155,509-59.1% | $145,922-56.4% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 5.90% | 61.17%-55.3pp | 64.67%-58.8pp | 561.29%-555.4pp |
| Employer contribution / active EE | $3,552 | $5,313-33.1% | $4,672-24.0% | $4,660-23.8% |
| Participant deferral / active EE | $4,064 | $6,462-37.1% | $5,626-27.8% | $6,688-39.2% |
| Admin fee / account holder | $1,526 | $19,313-92.1% | $15,912-90.4% | $13,397-88.6% |