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 | $70,356 | $56,317+24.9% | $71,209-1.2% | $74,304-5.3% |
| Participation rate | 45.5% | 55.1%-9.7pp | 73.8%-28.3pp | 60.3%-14.9pp |
| Annual return | 11.03% | 42.83%-31.8pp | 282.51%-271.5pp | 29.43%-18.4pp |
| Employer contribution / active EE | $1,619 | $2,160-25.0% | $2,721-40.5% | $2,241-27.8% |
| Participant deferral / active EE | $2,389 | $2,788-14.3% | $4,175-42.8% | $3,767-36.6% |
| Admin fee / account holder | $1,357 | $2,290-40.7% | $5,349-74.6% | $2,969-54.3% |