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 | $115,216 | $165,984-30.6% | $164,813-30.1% | $145,922-21.0% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-46.9pp |
| Annual return | 3.66% | 100.03%-96.4pp | 69.93%-66.3pp | 561.29%-557.6pp |
| Employer contribution / active EE | $1,798 | $5,273-65.9% | $4,341-58.6% | $4,660-61.4% |
| Participant deferral / active EE | $6,961 | $6,9590% | $6,031+15.4% | $6,688+4.1% |
| Admin fee / account holder | $537,123 | $16,648+3126.4% | $12,690+4132.7% | $13,397+3909.3% |