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 | $77,697 | $79,944-2.8% | $98,439-21.1% | $75,163+3.4% |
| Participation rate | 69.7% | 70.4%-0.7pp | 75.2%-5.5pp | 67.2%+2.5pp |
| Annual return | 10.21% | 19.75%-9.5pp | 21.16%-11.0pp | 160.62%-150.4pp |
| Employer contribution / active EE | $598 | $2,264-73.6% | $3,048-80.4% | $2,670-77.6% |
| Participant deferral / active EE | $4,191 | $3,752+11.7% | $4,738-11.5% | $4,125+1.6% |
| Admin fee / account holder | $23,752 | $6,840+247.3% | $8,948+165.5% | $5,651+320.3% |