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 | $97,020 | $73,933+31.2% | $96,683+0.3% | $75,163+29.1% |
| Participation rate | 35.7% | 66.4%-30.7pp | 74.3%-38.6pp | 67.2%-31.5pp |
| Annual return | 4.63% | 26.70%-22.1pp | 35.69%-31.1pp | 160.62%-156.0pp |
| Employer contribution / active EE | $1,165 | $2,928-60.2% | $3,737-68.8% | $2,670-56.4% |
| Participant deferral / active EE | $2,328 | $3,659-36.4% | $4,878-52.3% | $4,125-43.6% |
| Admin fee / account holder | $41,403 | $5,216+693.7% | $6,730+515.3% | $5,651+632.7% |