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 | $110,831 | $109,881+0.9% | $150,045-26.1% | $84,808+30.7% |
| Participation rate | 67.9% | 76.1%-8.2pp | 82.3%-14.5pp | 68.3%-0.5pp |
| Annual return | 7.01% | 28.25%-21.2pp | 62.55%-55.5pp | 40.90%-33.9pp |
| Employer contribution / active EE | $1,848 | $3,561-48.1% | $4,693-60.6% | $2,631-29.7% |
| Participant deferral / active EE | $6,407 | $6,636-3.5% | $7,997-19.9% | $4,212+52.1% |
| Admin fee / account holder | $69,725 | $8,568+713.8% | $13,435+419.0% | $7,344+849.4% |