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 | $85,682 | $80,717+6.2% | $154,803-44.7% | $84,808+1.0% |
| Participation rate | 57.1% | 66.8%-9.7pp | 78.1%-20.9pp | 68.3%-11.2pp |
| Annual return | 9.93% | 37.96%-28.0pp | 58.88%-49.0pp | 40.90%-31.0pp |
| Employer contribution / active EE | $1,399 | $2,761-49.3% | $4,305-67.5% | $2,631-46.8% |
| Participant deferral / active EE | $4,672 | $3,303+41.4% | $5,540-15.7% | $4,212+10.9% |
| Admin fee / account holder | $4,547 | $6,746-32.6% | $14,329-68.3% | $7,344-38.1% |