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 | $96,965 | $81,625+18.8% | $167,512-42.1% | $74,304+30.5% |
| Participation rate | 40.5% | 60.0%-19.5pp | 77.1%-36.5pp | 60.3%-19.8pp |
| Annual return | 11.04% | 26.09%-15.1pp | 1615.79%-1604.8pp | 29.43%-18.4pp |
| Employer contribution / active EE | $1,964 | $2,010-2.3% | $3,882-49.4% | $2,241-12.4% |
| Participant deferral / active EE | $4,011 | $4,115-2.5% | $6,405-37.4% | $3,767+6.5% |
| Admin fee / account holder | $3,817 | $3,474+9.9% | $9,769-60.9% | $2,969+28.6% |