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 | $94,091 | $93,571+0.6% | $135,903-30.8% | $75,163+25.2% |
| Participation rate | 57.7% | 75.2%-17.5pp | 81.9%-24.2pp | 67.2%-9.5pp |
| Annual return | 12.25% | 30.90%-18.7pp | 68.23%-56.0pp | 160.62%-148.4pp |
| Employer contribution / active EE | $3,049 | $3,537-13.8% | $4,856-37.2% | $2,670+14.2% |
| Participant deferral / active EE | $7,217 | $6,404+12.7% | $7,758-7.0% | $4,125+75.0% |
| Admin fee / account holder | $28,387 | $6,975+307.0% | $10,762+163.8% | $5,651+402.4% |