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 | $88,862 | $111,754-20.5% | $103,333-14.0% | $145,922-39.1% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 2.91% | 24.77%-21.9pp | 24.88%-22.0pp | 561.29%-558.4pp |
| Employer contribution / active EE | $5,058 | $4,212+20.1% | $3,868+30.8% | $4,660+8.5% |
| Participant deferral / active EE | $12,206 | $5,619+117.2% | $5,057+141.3% | $6,688+82.5% |
| Admin fee / account holder | $272,525 | $9,750+2695.1% | $8,355+3161.9% | $13,397+1934.2% |