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 | $70,009 | $54,705+28.0% | $71,209-1.7% | $84,808-17.4% |
| Participation rate | 59.4% | 64.1%-4.6pp | 73.8%-14.3pp | 68.3%-8.9pp |
| Annual return | 12.83% | 35.90%-23.1pp | 282.51%-269.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,480 | $2,158-31.4% | $2,721-45.6% | $2,631-43.8% |
| Participant deferral / active EE | $3,612 | $3,030+19.2% | $4,175-13.5% | $4,212-14.2% |
| Admin fee / account holder | $3,271 | $4,863-32.7% | $5,349-38.9% | $7,344-55.5% |