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 | $99,946 | $114,381-12.6% | $107,525-7.0% | $142,382-29.8% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.1%-17.2pp | 80.1%-22.2pp |
| Annual return | 8.12% | 242.71%-234.6pp | 181.32%-173.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $1,839 | $4,015-54.2% | $3,754-51.0% | $4,299-57.2% |
| Participant deferral / active EE | $2,814 | $5,564-49.4% | $5,116-45.0% | $6,507-56.8% |
| Admin fee / account holder | $2,197 | $9,860-77.7% | $8,919-75.4% | $12,624-82.6% |