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 | $95,765 | $197,591-51.5% | $177,821-46.1% | $158,922-39.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 3.84% | 58.76%-54.9pp | 48.32%-44.5pp | 302.83%-299.0pp |
| Employer contribution / active EE | $6,310 | $6,697-5.8% | $5,918+6.6% | $4,761+32.5% |
| Participant deferral / active EE | $10,529 | $8,405+25.3% | $7,714+36.5% | $5,982+76.0% |
| Admin fee / account holder | $3,914 | $15,399-74.6% | $12,427-68.5% | $11,246-65.2% |