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 | $74,076 | $105,181-29.6% | $159,436-53.5% | $85,850-13.7% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.8%-14.4pp | 69.3%-0.9pp |
| Annual return | 11.60% | 45.07%-33.5pp | 263.57%-252.0pp | 318.53%-306.9pp |
| Employer contribution / active EE | $1,909 | $3,318-42.5% | $4,829-60.5% | $2,565-25.6% |
| Participant deferral / active EE | $3,586 | $5,945-39.7% | $7,352-51.2% | $3,952-9.3% |
| Admin fee / account holder | $3,337 | $6,933-51.9% | $10,799-69.1% | $6,260-46.7% |