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 | $109,160 | $109,881-0.7% | $150,045-27.2% | $84,808+28.7% |
| Participation rate | 59.0% | 76.1%-17.1pp | 82.3%-23.3pp | 68.3%-9.3pp |
| Annual return | 13.67% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $749 | $3,561-79.0% | $4,693-84.0% | $2,631-71.5% |
| Participant deferral / active EE | $6,258 | $6,636-5.7% | $7,997-21.8% | $4,212+48.6% |
| Admin fee / account holder | $20,193 | $8,568+135.7% | $13,435+50.3% | $7,344+175.0% |