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 | $104,070 | $110,809-6.1% | $86,874+19.8% | $167,490-37.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 71.6%-21.6pp | 82.1%-32.1pp |
| Annual return | 3.37% | 116.98%-113.6pp | 63.52%-60.2pp | 478.56%-475.2pp |
| Employer contribution / active EE | $351 | $3,244-89.2% | $2,495-85.9% | $4,837-92.8% |
| Participant deferral / active EE | $1,608 | $4,546-64.6% | $3,699-56.5% | $6,341-74.6% |
| Admin fee / account holder | $13,281 | $8,415+57.8% | $5,828+127.9% | $12,309+7.9% |