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 | $109,958 | $197,591-44.4% | $177,821-38.2% | $158,922-30.8% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 5.37% | 58.76%-53.4pp | 48.32%-43.0pp | 302.83%-297.5pp |
| Employer contribution / active EE | $2,356 | $6,697-64.8% | $5,918-60.2% | $4,761-50.5% |
| Participant deferral / active EE | $6,840 | $8,405-18.6% | $7,714-11.3% | $5,982+14.3% |
| Admin fee / account holder | $9,780 | $15,399-36.5% | $12,427-21.3% | $11,246-13.0% |