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 | $94,924 | $100,041-5.1% | $149,718-36.6% | $70,131+35.4% |
| Participation rate | 67.1% | 83.6%-16.5pp | 87.1%-20.0pp | 69.5%-2.5pp |
| Annual return | 10.12% | 27.43%-17.3pp | 1501.63%-1491.5pp | 73.14%-63.0pp |
| Employer contribution / active EE | $2,713 | $3,662-25.9% | $5,445-50.2% | $2,342+15.8% |
| Participant deferral / active EE | $3,939 | $4,983-20.9% | $6,569-40.0% | $3,332+18.2% |
| Admin fee / account holder | $5,567 | $8,286-32.8% | $11,283-50.7% | $4,645+19.8% |