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 | $90,299 | $148,534-39.2% | $135,903-33.6% | $139,434-35.2% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.4pp | 80.3%-41.9pp |
| Annual return | 7.73% | 79.19%-71.5pp | 68.23%-60.5pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,346 | $5,243-74.3% | $4,856-72.3% | $4,751-71.7% |
| Participant deferral / active EE | $5,756 | $8,100-28.9% | $7,758-25.8% | $6,710-14.2% |
| Admin fee / account holder | $150,088 | $12,400+1110.4% | $10,762+1294.6% | $11,403+1216.3% |