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 | $87,995 | $133,922-34.3% | $116,228-24.3% | $142,382-38.2% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.6%-19.0pp | 80.1%-24.6pp |
| Annual return | 8.94% | 147.76%-138.8pp | 90.06%-81.1pp | 217.08%-208.1pp |
| Employer contribution / active EE | $748 | $3,446-78.3% | $2,994-75.0% | $4,299-82.6% |
| Participant deferral / active EE | $1,839 | $5,672-67.6% | $4,953-62.9% | $6,507-71.7% |
| Admin fee / account holder | $41,717 | $14,945+179.1% | $11,989+248.0% | $12,624+230.5% |