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 | $119,794 | $175,202-31.6% | $149,673-20.0% | $139,434-14.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 9.07% | 166.71%-157.6pp | 134.42%-125.3pp | 372.94%-363.9pp |
| Employer contribution / active EE | $9,900 | $5,474+80.8% | $4,818+105.5% | $4,751+108.4% |
| Participant deferral / active EE | $13,920 | $6,519+113.5% | $5,680+145.1% | $6,710+107.4% |
| Admin fee / account holder | $502,728 | $16,150+3012.8% | $13,210+3705.7% | $11,403+4308.9% |