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 | $99,094 | $177,572-44.2% | $154,803-36.0% | $142,382-30.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 6.79% | 65.07%-58.3pp | 58.88%-52.1pp | 217.08%-210.3pp |
| Employer contribution / active EE | $1,728 | $4,810-64.1% | $4,305-59.9% | $4,299-59.8% |
| Participant deferral / active EE | $6,315 | $6,272+0.7% | $5,540+14.0% | $6,507-3.0% |
| Admin fee / account holder | $23,661 | $16,786+41.0% | $14,329+65.1% | $12,624+87.4% |