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 | $106,995 | $165,335-35.3% | $149,696-28.5% | $158,922-32.7% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 7.82% | 348.15%-340.3pp | 276.60%-268.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,595 | $5,103-49.1% | $4,644-44.1% | $4,761-45.5% |
| Participant deferral / active EE | $10,613 | $7,181+47.8% | $6,842+55.1% | $5,982+77.4% |
| Admin fee / account holder | $404 | $10,807-96.3% | $9,309-95.7% | $11,246-96.4% |