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 | $115,580 | $140,940-18.0% | $112,229+3.0% | $139,434-17.1% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 3.09% | 32.71%-29.6pp | 30.20%-27.1pp | 372.94%-369.9pp |
| Employer contribution / active EE | $1,391 | $4,283-67.5% | $3,430-59.4% | $4,751-70.7% |
| Participant deferral / active EE | $3,724 | $5,874-36.6% | $4,798-22.4% | $6,710-44.5% |
| Admin fee / account holder | $1,980 | $9,954-80.1% | $7,748-74.5% | $11,403-82.6% |