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 | $108,083 | $157,256-31.3% | $141,162-23.4% | $152,861-29.3% |
| Participation rate | 61.1% | 84.8%-23.7pp | 82.5%-21.4pp | 82.4%-21.3pp |
| Annual return | 14.12% | 64.32%-50.2pp | 71.39%-57.3pp | 345.32%-331.2pp |
| Employer contribution / active EE | $6,133 | $5,261+16.6% | $4,735+29.5% | $4,762+28.8% |
| Participant deferral / active EE | $6,640 | $7,109-6.6% | $6,709-1.0% | $5,850+13.5% |
| Admin fee / account holder | $57,009 | $12,120+370.4% | $10,261+455.6% | $11,596+391.6% |