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 | $112,214 | $111,754+0.4% | $103,333+8.6% | $145,922-23.1% |
| Participation rate | 64.3% | 77.9%-13.7pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 7.73% | 24.77%-17.0pp | 24.88%-17.1pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,443 | $4,212-65.8% | $3,868-62.7% | $4,660-69.0% |
| Participant deferral / active EE | $3,335 | $5,619-40.6% | $5,057-34.0% | $6,688-50.1% |
| Admin fee / account holder | $62,057 | $9,750+536.5% | $8,355+642.8% | $13,397+363.2% |