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 | $97,260 | $102,966-5.5% | $90,281+7.7% | $152,861-36.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 6.71% | 95.16%-88.5pp | 78.10%-71.4pp | 345.32%-338.6pp |
| Employer contribution / active EE | $3,065 | $3,139-2.4% | $2,854+7.4% | $4,762-35.6% |
| Participant deferral / active EE | $3,918 | $4,281-8.5% | $3,885+0.8% | $5,850-33.0% |
| Admin fee / account holder | $9,266 | $6,171+50.2% | $5,351+73.2% | $11,596-20.1% |