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 | $74,226 | $95,416-22.2% | $185,823-60.1% | $85,850-13.5% |
| Participation rate | 63.6% | 68.8%-5.1pp | 81.7%-18.1pp | 69.3%-5.7pp |
| Annual return | 8.17% | 23.59%-15.4pp | 122.05%-113.9pp | 318.53%-310.4pp |
| Employer contribution / active EE | $3,363 | $3,314+1.5% | $5,167-34.9% | $2,565+31.1% |
| Participant deferral / active EE | $1,416 | $3,423-58.6% | $5,568-74.6% | $3,952-64.2% |
| Admin fee / account holder | $1,703 | $7,213-76.4% | $16,237-89.5% | $6,260-72.8% |