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 | $77,183 | $102,317-24.6% | $146,958-47.5% | $80,856-4.5% |
| Participation rate | 64.0% | 75.8%-11.8pp | 82.2%-18.2pp | 67.6%-3.6pp |
| Annual return | 11.53% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,287 | $3,713-65.3% | $4,933-73.9% | $2,755-53.3% |
| Participant deferral / active EE | $3,573 | $6,644-46.2% | $8,070-55.7% | $4,296-16.8% |
| Admin fee / account holder | $574 | $7,941-92.8% | $12,998-95.6% | $6,918-91.7% |