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 | $69,469 | $74,888-7.2% | $71,209-2.4% | $142,382-51.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 8.37% | 345.14%-336.8pp | 282.51%-274.1pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,563 | $2,854-45.2% | $2,721-42.5% | $4,299-63.6% |
| Participant deferral / active EE | $9,535 | $4,454+114.1% | $4,175+128.4% | $6,507+46.5% |
| Admin fee / account holder | $844 | $5,568-84.8% | $5,349-84.2% | $12,624-93.3% |