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 | $92,373 | $165,335-44.1% | $149,696-38.3% | $158,922-41.9% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 6.62% | 348.15%-341.5pp | 276.60%-270.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $1,558 | $5,103-69.5% | $4,644-66.5% | $4,761-67.3% |
| Participant deferral / active EE | $3,113 | $7,181-56.7% | $6,842-54.5% | $5,982-48.0% |
| Admin fee / account holder | $144,813 | $10,807+1240.1% | $9,309+1455.7% | $11,246+1187.7% |