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 | $72,371 | $111,754-35.2% | $103,333-30.0% | $145,922-50.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 7.98% | 24.77%-16.8pp | 24.88%-16.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,487 | $4,212-64.7% | $3,868-61.6% | $4,660-68.1% |
| Participant deferral / active EE | $2,833 | $5,619-49.6% | $5,057-44.0% | $6,688-57.6% |
| Admin fee / account holder | $23,317 | $9,750+139.1% | $8,355+179.1% | $13,397+74.0% |