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 | $97,841 | $183,519-46.7% | $155,509-37.1% | $145,922-32.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 3.56% | 61.17%-57.6pp | 64.67%-61.1pp | 561.29%-557.7pp |
| Employer contribution / active EE | $2,320 | $5,313-56.3% | $4,672-50.4% | $4,660-50.2% |
| Participant deferral / active EE | $5,565 | $6,462-13.9% | $5,626-1.1% | $6,688-16.8% |
| Admin fee / account holder | $920 | $19,313-95.2% | $15,912-94.2% | $13,397-93.1% |