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 | $93,974 | $86,286+8.9% | $111,297-15.6% | $85,850+9.5% |
| Participation rate | 67.6% | 73.3%-5.7pp | 77.3%-9.7pp | 69.3%-1.7pp |
| Annual return | 7.94% | 19.99%-12.0pp | 54.65%-46.7pp | 318.53%-310.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,304 | $3,641+18.2% | $4,487-4.1% | $3,952+8.9% |
| Admin fee / account holder | $12,900 | $8,188+57.5% | $7,964+62.0% | $6,260+106.1% |