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 | $95,906 | $115,770-17.2% | $101,248-5.3% | $158,922-39.7% |
| Participation rate | 60.9% | 79.4%-18.5pp | 75.8%-14.9pp | 82.0%-21.1pp |
| Annual return | 3.05% | 56.14%-53.1pp | 46.47%-43.4pp | 302.83%-299.8pp |
| Employer contribution / active EE | $2,465 | $4,175-40.9% | $3,660-32.6% | $4,761-48.2% |
| Participant deferral / active EE | $3,051 | $4,957-38.5% | $4,370-30.2% | $5,982-49.0% |
| Admin fee / account holder | $18,097 | $7,245+149.8% | $5,945+204.4% | $11,246+60.9% |