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 | $61,222 | $57,281+6.9% | $86,612-29.3% | $75,163-18.5% |
| Participation rate | 67.7% | 63.2%+4.5pp | 71.7%-4.0pp | 67.2%+0.5pp |
| Annual return | 5.70% | 2670.75%-2665.0pp | 591.07%-585.4pp | 160.62%-154.9pp |
| Employer contribution / active EE | $2,173 | $2,314-6.1% | $3,022-28.1% | $2,670-18.6% |
| Participant deferral / active EE | $5,361 | $3,318+61.6% | $4,438+20.8% | $4,125+30.0% |
| Admin fee / account holder | $12,160 | $4,112+195.7% | $5,614+116.6% | $5,651+115.2% |