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 | $74,025 | $148,534-50.2% | $135,903-45.5% | $139,434-46.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 11.99% | 79.19%-67.2pp | 68.23%-56.2pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,583 | $5,243-69.8% | $4,856-67.4% | $4,751-66.7% |
| Participant deferral / active EE | $5,502 | $8,100-32.1% | $7,758-29.1% | $6,710-18.0% |
| Admin fee / account holder | $50,000 | $12,400+303.2% | $10,762+364.6% | $11,403+338.5% |