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 | $88,374 | $98,750-10.5% | $149,696-41.0% | $79,858+10.7% |
| Participation rate | 53.3% | 75.8%-22.4pp | 82.5%-29.1pp | 69.6%-16.3pp |
| Annual return | 9.02% | 27.43%-18.4pp | 276.60%-267.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,788 | $3,216-44.4% | $4,644-61.5% | $2,471-27.6% |
| Participant deferral / active EE | $5,014 | $5,680-11.7% | $6,842-26.7% | $3,740+34.1% |
| Admin fee / account holder | $2,449 | $6,053-59.5% | $9,309-73.7% | $5,306-53.8% |