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 | $91,108 | $98,750-7.7% | $149,696-39.1% | $79,858+14.1% |
| Participation rate | 42.3% | 75.8%-33.5pp | 82.5%-40.2pp | 69.6%-27.3pp |
| Annual return | 12.33% | 27.43%-15.1pp | 276.60%-264.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $4,109 | $3,216+27.8% | $4,644-11.5% | $2,471+66.3% |
| Participant deferral / active EE | $6,114 | $5,680+7.6% | $6,842-10.6% | $3,740+63.5% |
| Admin fee / account holder | $5,226 | $6,053-13.7% | $9,309-43.9% | $5,306-1.5% |