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 | $73,819 | $54,705+34.9% | $71,209+3.7% | $84,808-13.0% |
| Participation rate | 44.9% | 64.1%-19.1pp | 73.8%-28.8pp | 68.3%-23.4pp |
| Annual return | 13.34% | 35.90%-22.6pp | 282.51%-269.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $435 | $2,158-79.8% | $2,721-84.0% | $2,631-83.5% |
| Participant deferral / active EE | $3,022 | $3,030-0.3% | $4,175-27.6% | $4,212-28.3% |
| Admin fee / account holder | $3,645 | $4,863-25.1% | $5,349-31.9% | $7,344-50.4% |