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 | $69,543 | $117,983-41.1% | $101,794-31.7% | $142,382-51.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 8.21% | 36.92%-28.7pp | 30.53%-22.3pp | 217.08%-208.9pp |
| Employer contribution / active EE | $1,372 | $2,773-50.5% | $2,289-40.1% | $4,299-68.1% |
| Participant deferral / active EE | $1,784 | $4,714-62.2% | $4,084-56.3% | $6,507-72.6% |
| Admin fee / account holder | $9,000 | $10,433-13.7% | $8,777+2.5% | $12,624-28.7% |