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 | $104,499 | $109,817-4.8% | $98,442+6.2% | $167,490-37.6% |
| Participation rate | 68.8% | 75.8%-7.1pp | 73.3%-4.6pp | 82.1%-13.4pp |
| Annual return | 8.69% | 1956.69%-1948.0pp | 1492.73%-1484.0pp | 478.56%-469.9pp |
| Employer contribution / active EE | $955 | $3,224-70.4% | $2,960-67.8% | $4,837-80.3% |
| Participant deferral / active EE | $2,259 | $4,673-51.7% | $4,276-47.2% | $6,341-64.4% |
| Admin fee / account holder | $12,756 | $6,753+88.9% | $5,949+114.4% | $12,309+3.6% |