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 | $112,145 | $111,754+0.3% | $103,333+8.5% | $145,922-23.1% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.7pp |
| Annual return | 5.33% | 24.77%-19.4pp | 24.88%-19.6pp | 561.29%-556.0pp |
| Employer contribution / active EE | $1,848 | $4,212-56.1% | $3,868-52.2% | $4,660-60.3% |
| Participant deferral / active EE | $6,343 | $5,619+12.9% | $5,057+25.4% | $6,688-5.1% |
| Admin fee / account holder | $19,275 | $9,750+97.7% | $8,355+130.7% | $13,397+43.9% |