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 | $84,198 | $109,413-23.0% | $156,263-46.1% | $84,808-0.7% |
| Participation rate | 57.9% | 72.7%-14.8pp | 78.9%-21.0pp | 68.3%-10.4pp |
| Annual return | 9.16% | 20.18%-11.0pp | 59.47%-50.3pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,718 | $2,907-40.9% | $4,333-60.4% | $2,631-34.7% |
| Participant deferral / active EE | $5,070 | $4,590+10.5% | $6,158-17.7% | $4,212+20.4% |
| Admin fee / account holder | $2,772 | $9,357-70.4% | $14,255-80.6% | $7,344-62.3% |