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 | $114,810 | $105,181+9.2% | $159,436-28.0% | $85,850+33.7% |
| Participation rate | 54.8% | 75.8%-21.0pp | 82.8%-28.1pp | 69.3%-14.6pp |
| Annual return | 11.53% | 45.07%-33.5pp | 263.57%-252.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,388 | $5,945-26.2% | $7,352-40.3% | $3,952+11.0% |
| Admin fee / account holder | $2,728 | $6,933-60.7% | $10,799-74.7% | $6,260-56.4% |