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 | $73,558 | $81,208-9.4% | $98,907-25.6% | $79,858-7.9% |
| Participation rate | 62.5% | 72.5%-10.0pp | 76.0%-13.5pp | 69.6%-7.1pp |
| Annual return | 9.15% | 60.99%-51.8pp | 196.43%-187.3pp | 31.71%-22.6pp |
| Employer contribution / active EE | $767 | $1,960-60.9% | $2,689-71.5% | $2,471-69.0% |
| Participant deferral / active EE | $1,925 | $3,265-41.1% | $4,244-54.7% | $3,740-48.5% |
| Admin fee / account holder | $7,624 | $6,013+26.8% | $6,642+14.8% | $5,306+43.7% |