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 | $107,162 | $74,888+43.1% | $71,209+50.5% | $142,382-24.7% |
| Participation rate | 42.1% | 76.2%-34.1pp | 73.8%-31.6pp | 80.1%-38.0pp |
| Annual return | 12.38% | 345.14%-332.8pp | 282.51%-270.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,869 | $4,454-35.6% | $4,175-31.3% | $6,507-55.9% |
| Admin fee / account holder | $47,673 | $5,568+756.1% | $5,349+791.3% | $12,624+277.6% |