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 | $72,926 | $89,753-18.7% | $107,525-32.2% | $84,808-14.0% |
| Participation rate | 53.3% | 68.1%-14.7pp | 75.1%-21.7pp | 68.3%-15.0pp |
| Annual return | 12.23% | 29.48%-17.2pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,153 | $3,113-63.0% | $3,754-69.3% | $2,631-56.2% |
| Participant deferral / active EE | $1,842 | $4,056-54.6% | $5,116-64.0% | $4,212-56.3% |
| Admin fee / account holder | $8,258 | $7,222+14.3% | $8,919-7.4% | $7,344+12.4% |