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 | $101,957 | $100,852+1.1% | $90,404+12.8% | $158,922-35.8% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.7%-50.5pp | 82.0%-59.7pp |
| Annual return | 5.54% | 1724.20%-1718.7pp | 1293.02%-1287.5pp | 302.83%-297.3pp |
| Employer contribution / active EE | $846 | $3,689-77.1% | $3,262-74.1% | $4,761-82.2% |
| Participant deferral / active EE | $846 | $4,348-80.5% | $3,963-78.7% | $5,982-85.9% |
| Admin fee / account holder | $84,012 | $6,501+1192.3% | $5,611+1397.3% | $11,246+647.1% |