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 | $65,551 | $80,717-18.8% | $154,803-57.7% | $84,808-22.7% |
| Participation rate | 56.5% | 66.8%-10.3pp | 78.1%-21.5pp | 68.3%-11.8pp |
| Annual return | 12.14% | 37.96%-25.8pp | 58.88%-46.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,190 | $2,761-20.7% | $4,305-49.1% | $2,631-16.8% |
| Participant deferral / active EE | $3,208 | $3,303-2.9% | $5,540-42.1% | $4,212-23.8% |
| Admin fee / account holder | $1,206 | $6,746-82.1% | $14,329-91.6% | $7,344-83.6% |