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 | $105,342 | $115,770-9.0% | $101,248+4.0% | $158,922-33.7% |
| Participation rate | 45.8% | 79.4%-33.5pp | 75.8%-30.0pp | 82.0%-36.1pp |
| Annual return | 7.26% | 56.14%-48.9pp | 46.47%-39.2pp | 302.83%-295.6pp |
| Employer contribution / active EE | $1,592 | $4,175-61.9% | $3,660-56.5% | $4,761-66.6% |
| Participant deferral / active EE | $4,452 | $4,957-10.2% | $4,370+1.9% | $5,982-25.6% |
| Admin fee / account holder | $27,301 | $7,245+276.8% | $5,945+359.2% | $11,246+142.8% |