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 | $98,156 | $107,934-9.1% | $91,989+6.7% | $152,861-35.8% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 9.77% | 89.24%-79.5pp | 69.02%-59.3pp | 345.32%-335.5pp |
| Employer contribution / active EE | $1,937 | $4,210-54.0% | $3,452-43.9% | $4,762-59.3% |
| Participant deferral / active EE | $9,436 | $6,364+48.3% | $5,923+59.3% | $5,850+61.3% |
| Admin fee / account holder | $4,798 | $10,520-54.4% | $7,743-38.0% | $11,596-58.6% |