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 | $79,087 | $114,381-30.9% | $107,525-26.4% | $142,382-44.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 11.49% | 242.71%-231.2pp | 181.32%-169.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,999 | $4,015-25.3% | $3,754-20.1% | $4,299-30.2% |
| Participant deferral / active EE | $5,860 | $5,564+5.3% | $5,116+14.5% | $6,507-10.0% |
| Admin fee / account holder | $8,683 | $9,860-11.9% | $8,919-2.6% | $12,624-31.2% |