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 | $93,874 | $114,381-17.9% | $107,525-12.7% | $142,382-34.1% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 5.51% | 242.71%-237.2pp | 181.32%-175.8pp | 217.08%-211.6pp |
| Employer contribution / active EE | $4,535 | $4,015+13.0% | $3,754+20.8% | $4,299+5.5% |
| Participant deferral / active EE | $14,276 | $5,564+156.6% | $5,116+179.1% | $6,507+119.4% |
| Admin fee / account holder | $58,042 | $9,860+488.7% | $8,919+550.8% | $12,624+359.8% |