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 | $83,119 | $77,899+6.7% | $149,673-44.5% | $75,163+10.6% |
| Participation rate | 59.6% | 65.6%-5.9pp | 78.8%-19.1pp | 67.2%-7.5pp |
| Annual return | 10.85% | 31.72%-20.9pp | 134.42%-123.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,234 | $3,137-60.7% | $4,818-74.4% | $2,670-53.8% |
| Participant deferral / active EE | $3,036 | $3,411-11.0% | $5,680-46.5% | $4,125-26.4% |
| Admin fee / account holder | $7,288 | $5,956+22.4% | $13,210-44.8% | $5,651+29.0% |