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 | $80,970 | $78,672+2.9% | $109,143-25.8% | $85,850-5.7% |
| Participation rate | 67.4% | 68.3%-0.9pp | 75.9%-8.5pp | 69.3%-1.9pp |
| Annual return | 3.57% | 25.09%-21.5pp | 25.75%-22.2pp | 318.53%-315.0pp |
| Employer contribution / active EE | $1,786 | $2,735-34.7% | $3,722-52.0% | $2,565-30.4% |
| Participant deferral / active EE | $3,140 | $3,467-9.4% | $4,653-32.5% | $3,952-20.5% |
| Admin fee / account holder | $511 | $5,469-90.7% | $6,752-92.4% | $6,260-91.8% |