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 7-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 | $106,750 | $111,754-4.5% | $103,333+3.3% | $145,922-26.8% |
| Participation rate | 15.8% | 77.9%-62.1pp | 74.5%-58.7pp | 80.3%-64.5pp |
| Annual return | 5.13% | 24.77%-19.6pp | 24.88%-19.8pp | 561.29%-556.2pp |
| Employer contribution / active EE | $963 | $4,212-77.1% | $3,868-75.1% | $4,660-79.3% |
| Participant deferral / active EE | $3,995 | $5,619-28.9% | $5,057-21.0% | $6,688-40.3% |
| Admin fee / account holder | $1,426 | $9,750-85.4% | $8,355-82.9% | $13,397-89.4% |