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 | $69,995 | $78,422-10.7% | $95,952-27.1% | $79,858-12.4% |
| Participation rate | 64.4% | 73.5%-9.0pp | 77.1%-12.6pp | 69.6%-5.2pp |
| Annual return | 6.32% | 19.37%-13.0pp | 91.61%-85.3pp | 31.71%-25.4pp |
| Employer contribution / active EE | $1,143 | $1,945-41.2% | $2,541-55.0% | $2,471-53.7% |
| Participant deferral / active EE | $2,593 | $3,440-24.6% | $4,167-37.8% | $3,740-30.7% |
| Admin fee / account holder | $7,141 | $5,622+27.0% | $6,795+5.1% | $5,306+34.6% |