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 | $100,391 | $118,849-15.5% | $96,562+4.0% | $167,490-40.1% |
| Participation rate | 30.0% | 75.5%-45.5pp | 69.8%-39.8pp | 82.1%-52.1pp |
| Annual return | 7.74% | 50.49%-42.7pp | 37.78%-30.0pp | 478.56%-470.8pp |
| Employer contribution / active EE | $688 | $3,120-77.9% | $2,356-70.8% | $4,837-85.8% |
| Participant deferral / active EE | $1,721 | $4,616-62.7% | $3,849-55.3% | $6,341-72.9% |
| Admin fee / account holder | $250,195 | $8,065+3002.2% | $6,181+3948.0% | $12,309+1932.6% |