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 | $80,113 | $105,126-23.8% | $94,646-15.4% | $139,434-42.5% |
| Participation rate | 59.1% | 82.4%-23.3pp | 80.8%-21.7pp | 80.3%-21.2pp |
| Annual return | 11.93% | 38.03%-26.1pp | 156.71%-144.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,071 | $4,106-73.9% | $3,672-70.8% | $4,751-77.4% |
| Participant deferral / active EE | $2,564 | $7,599-66.3% | $7,418-65.4% | $6,710-61.8% |
| Admin fee / account holder | $71,851 | $8,984+699.8% | $7,231+893.7% | $11,403+530.1% |