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 | $108,600 | $115,770-6.2% | $101,248+7.3% | $158,922-31.7% |
| Participation rate | 61.5% | 79.4%-17.8pp | 75.8%-14.3pp | 82.0%-20.4pp |
| Annual return | 6.75% | 56.14%-49.4pp | 46.47%-39.7pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,579 | $4,175-62.2% | $3,660-56.9% | $4,761-66.8% |
| Participant deferral / active EE | $6,031 | $4,957+21.7% | $4,370+38.0% | $5,982+0.8% |
| Admin fee / account holder | $24,161 | $7,245+233.5% | $5,945+306.4% | $11,246+114.8% |