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 | $97,555 | $226,064-56.8% | $182,532-46.6% | $152,861-36.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 3.36% | 192.51%-189.1pp | 148.54%-145.2pp | 345.32%-342.0pp |
| Employer contribution / active EE | $1,782 | $4,978-64.2% | $4,076-56.3% | $4,762-62.6% |
| Participant deferral / active EE | $2,464 | $6,368-61.3% | $5,524-55.4% | $5,850-57.9% |
| Admin fee / account holder | $15,499 | $10,703+44.8% | $8,592+80.4% | $11,596+33.6% |