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 | $99,650 | $102,317-2.6% | $146,958-32.2% | $80,856+23.2% |
| Participation rate | 41.0% | 75.8%-34.8pp | 82.2%-41.1pp | 67.6%-26.6pp |
| Annual return | 3.07% | 134.76%-131.7pp | 418.34%-415.3pp | 35.59%-32.5pp |
| Employer contribution / active EE | $2,330 | $3,713-37.3% | $4,933-52.8% | $2,755-15.4% |
| Participant deferral / active EE | $12,505 | $6,644+88.2% | $8,070+55.0% | $4,296+191.1% |
| Admin fee / account holder | $7,864 | $7,941-1.0% | $12,998-39.5% | $6,918+13.7% |