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 | $68,944 | $77,899-11.5% | $149,673-53.9% | $75,163-8.3% |
| Participation rate | 64.3% | 65.6%-1.3pp | 78.8%-14.5pp | 67.2%-2.9pp |
| Annual return | 12.07% | 31.72%-19.6pp | 134.42%-122.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,726 | $3,137-45.0% | $4,818-64.2% | $2,670-35.3% |
| Participant deferral / active EE | $2,871 | $3,411-15.8% | $5,680-49.4% | $4,125-30.4% |
| Admin fee / account holder | $16,226 | $5,956+172.4% | $13,210+22.8% | $5,651+187.1% |