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 | $70,710 | $198,466-64.4% | $170,442-58.5% | $147,584-52.1% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 1.42% | 257.29%-255.9pp | 205.93%-204.5pp | 578.55%-577.1pp |
| Employer contribution / active EE | $3,055 | $6,184-50.6% | $5,433-43.8% | $4,876-37.3% |
| Participant deferral / active EE | $6,569 | $5,629+16.7% | $4,939+33.0% | $5,439+20.8% |
| Admin fee / account holder | $493 | $16,852-97.1% | $13,880-96.5% | $10,885-95.5% |