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 | $91,714 | $100,773-9.0% | $88,946+3.1% | $142,382-35.6% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.8%-31.3pp | 80.1%-42.6pp |
| Annual return | 8.81% | 70.18%-61.4pp | 57.82%-49.0pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,024 | $2,918-30.6% | $2,555-20.8% | $4,299-52.9% |
| Participant deferral / active EE | $3,126 | $5,230-40.2% | $4,581-31.8% | $6,507-52.0% |
| Admin fee / account holder | $7,393 | $9,693-23.7% | $8,261-10.5% | $12,624-41.4% |