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 | $112,857 | $106,515+6.0% | $96,683+16.7% | $139,434-19.1% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.3%-20.5pp | 80.3%-26.5pp |
| Annual return | 10.70% | 38.43%-27.7pp | 35.69%-25.0pp | 372.94%-362.2pp |
| Employer contribution / active EE | $2,504 | $4,103-39.0% | $3,737-33.0% | $4,751-47.3% |
| Participant deferral / active EE | $6,747 | $5,454+23.7% | $4,878+38.3% | $6,710+0.5% |
| Admin fee / account holder | $335 | $7,877-95.8% | $6,730-95.0% | $11,403-97.1% |