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 | $84,556 | $183,519-53.9% | $155,509-45.6% | $145,922-42.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.93% | 61.17%-53.2pp | 64.67%-56.7pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,740 | $5,313-48.4% | $4,672-41.4% | $4,660-41.2% |
| Participant deferral / active EE | $4,575 | $6,462-29.2% | $5,626-18.7% | $6,688-31.6% |
| Admin fee / account holder | $90,365 | $19,313+367.9% | $15,912+467.9% | $13,397+574.5% |