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 | $75,549 | $70,669+6.9% | $169,368-55.4% | $75,163+0.5% |
| Participation rate | 47.8% | 64.8%-17.0pp | 77.1%-29.3pp | 67.2%-19.4pp |
| Annual return | 11.20% | 36.36%-25.2pp | 405.60%-394.4pp | 160.62%-149.4pp |
| Employer contribution / active EE | $846 | $2,211-61.7% | $4,013-78.9% | $2,670-68.3% |
| Participant deferral / active EE | $2,417 | $4,311-43.9% | $6,221-61.1% | $4,125-41.4% |
| Admin fee / account holder | $2,675 | $5,402-50.5% | $9,003-70.3% | $5,651-52.7% |