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 | $102,338 | $114,381-10.5% | $107,525-4.8% | $142,382-28.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 11.36% | 242.71%-231.3pp | 181.32%-170.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,171 | $4,015-21.0% | $3,754-15.5% | $4,299-26.2% |
| Participant deferral / active EE | $6,809 | $5,564+22.4% | $5,116+33.1% | $6,507+4.6% |
| Admin fee / account holder | $2,119 | $9,860-78.5% | $8,919-76.2% | $12,624-83.2% |