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 | $69,427 | $74,888-7.3% | $71,209-2.5% | $142,382-51.2% |
| Participation rate | 52.4% | 76.2%-23.8pp | 73.8%-21.4pp | 80.1%-27.7pp |
| Annual return | 7.80% | 345.14%-337.3pp | 282.51%-274.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $1,242 | $2,854-56.5% | $2,721-54.4% | $4,299-71.1% |
| Participant deferral / active EE | $1,655 | $4,454-62.8% | $4,175-60.4% | $6,507-74.6% |
| Admin fee / account holder | $13,786 | $5,568+147.6% | $5,349+157.7% | $12,624+9.2% |