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 | $114,826 | $91,190+25.9% | $178,490-35.7% | $79,858+43.8% |
| Participation rate | 65.1% | 69.2%-4.1pp | 81.9%-16.8pp | 69.6%-4.5pp |
| Annual return | 3.41% | 24.19%-20.8pp | 151.07%-147.7pp | 31.71%-28.3pp |
| Employer contribution / active EE | $5,334 | $3,256+63.8% | $5,011+6.5% | $2,471+115.9% |
| Participant deferral / active EE | $3,665 | $3,236+13.3% | $5,202-29.5% | $3,740-2.0% |
| Admin fee / account holder | $110,828 | $6,751+1541.6% | $13,984+692.5% | $5,306+1988.6% |