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 | $78,814 | $89,753-12.2% | $107,525-26.7% | $84,808-7.1% |
| Participation rate | 44.0% | 68.1%-24.1pp | 75.1%-31.1pp | 68.3%-24.3pp |
| Annual return | 11.56% | 29.48%-17.9pp | 181.32%-169.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,097 | $3,113-32.6% | $3,754-44.1% | $2,631-20.3% |
| Participant deferral / active EE | $2,704 | $4,056-33.3% | $5,116-47.1% | $4,212-35.8% |
| Admin fee / account holder | $2,843 | $7,222-60.6% | $8,919-68.1% | $7,344-61.3% |