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 | $74,078 | $158,398-53.2% | $126,539-41.5% | $142,382-48.0% |
| Participation rate | 64.3% | 75.8%-11.5pp | 69.8%-5.5pp | 80.1%-15.8pp |
| Annual return | 7.46% | 593.76%-586.3pp | 425.95%-418.5pp | 217.08%-209.6pp |
| Employer contribution / active EE | $7,062 | $4,650+51.9% | $3,674+92.2% | $4,299+64.3% |
| Participant deferral / active EE | $7,916 | $4,767+66.1% | $4,083+93.9% | $6,507+21.6% |
| Admin fee / account holder | $9,293 | $6,918+34.3% | $6,065+53.2% | $12,624-26.4% |