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 | $107,394 | $95,416+12.6% | $185,823-42.2% | $85,850+25.1% |
| Participation rate | 56.4% | 68.8%-12.4pp | 81.7%-25.3pp | 69.3%-12.9pp |
| Annual return | 9.41% | 23.59%-14.2pp | 122.05%-112.6pp | 318.53%-309.1pp |
| Employer contribution / active EE | $1,072 | $3,314-67.7% | $5,167-79.3% | $2,565-58.2% |
| Participant deferral / active EE | $2,244 | $3,423-34.5% | $5,568-59.7% | $3,952-43.2% |
| Admin fee / account holder | $1,960 | $7,213-72.8% | $16,237-87.9% | $6,260-68.7% |