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 | $103,390 | $102,966+0.4% | $90,281+14.5% | $152,861-32.4% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.4%-42.4pp |
| Annual return | 8.38% | 95.16%-86.8pp | 78.10%-69.7pp | 345.32%-336.9pp |
| Employer contribution / active EE | $1,207 | $3,139-61.6% | $2,854-57.7% | $4,762-74.7% |
| Participant deferral / active EE | $5,061 | $4,281+18.2% | $3,885+30.3% | $5,850-13.5% |
| Admin fee / account holder | $5,872 | $6,171-4.8% | $5,351+9.7% | $11,596-49.4% |