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 | $110,152 | $157,256-30.0% | $141,162-22.0% | $152,861-27.9% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 9.80% | 64.32%-54.5pp | 71.39%-61.6pp | 345.32%-335.5pp |
| Employer contribution / active EE | $1,530 | $5,261-70.9% | $4,735-67.7% | $4,762-67.9% |
| Participant deferral / active EE | $7,080 | $7,109-0.4% | $6,709+5.5% | $5,850+21.0% |
| Admin fee / account holder | $3,248 | $12,120-73.2% | $10,261-68.4% | $11,596-72.0% |