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 | $129,348 | $124,281+4.1% | $109,143+18.5% | $167,490-22.8% |
| Participation rate | 64.3% | 79.4%-15.2pp | 75.9%-11.6pp | 82.1%-17.8pp |
| Annual return | 5.98% | 26.04%-20.1pp | 25.75%-19.8pp | 478.56%-472.6pp |
| Employer contribution / active EE | $2,190 | $4,207-48.0% | $3,722-41.2% | $4,837-54.7% |
| Participant deferral / active EE | $4,476 | $5,255-14.8% | $4,653-3.8% | $6,341-29.4% |
| Admin fee / account holder | $57,836 | $7,970+625.7% | $6,752+756.5% | $12,309+369.9% |