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 | $80,352 | $80,968-0.8% | $96,544-16.8% | $75,163+6.9% |
| Participation rate | 49.4% | 71.8%-22.4pp | 76.0%-26.6pp | 67.2%-17.8pp |
| Annual return | 11.54% | 27.06%-15.5pp | 25.84%-14.3pp | 160.62%-149.1pp |
| Employer contribution / active EE | $995 | $2,282-56.4% | $2,965-66.4% | $2,670-62.7% |
| Participant deferral / active EE | $2,340 | $3,928-40.4% | $4,851-51.8% | $4,125-43.3% |
| Admin fee / account holder | $1,052 | $6,724-84.4% | $8,252-87.2% | $5,651-81.4% |