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 | $76,647 | $63,764+20.2% | $81,930-6.4% | $79,858-4.0% |
| Participation rate | 49.2% | 67.5%-18.3pp | 72.0%-22.8pp | 69.6%-20.5pp |
| Annual return | 9.14% | 22.66%-13.5pp | 29.49%-20.3pp | 31.71%-22.6pp |
| Employer contribution / active EE | $1,716 | $1,795-4.4% | $4,310-60.2% | $2,471-30.6% |
| Participant deferral / active EE | $2,997 | $2,780+7.8% | $7,107-57.8% | $3,740-19.9% |
| Admin fee / account holder | $19,707 | $4,426+345.2% | $5,158+282.1% | $5,306+271.4% |