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 | $100,392 | $111,724-10.1% | $93,606+7.2% | $145,922-31.2% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 1.92% | 202.98%-201.1pp | 133.20%-131.3pp | 561.29%-559.4pp |
| Employer contribution / active EE | $1,177 | $3,090-61.9% | $2,420-51.4% | $4,660-74.7% |
| Participant deferral / active EE | $1,417 | $4,912-71.1% | $4,411-67.9% | $6,688-78.8% |
| Admin fee / account holder | $338,306 | $10,250+3200.6% | $8,285+3983.3% | $13,397+2425.2% |