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 | $106,449 | $106,890-0.4% | $84,015+26.7% | $152,861-30.4% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 7.24% | 104.99%-97.8pp | 71.31%-64.1pp | 345.32%-338.1pp |
| Employer contribution / active EE | $1,462 | $2,734-46.5% | $1,983-26.3% | $4,762-69.3% |
| Participant deferral / active EE | $1,640 | $4,011-59.1% | $3,239-49.3% | $5,850-72.0% |
| Admin fee / account holder | $852 | $8,285-89.7% | $6,101-86.0% | $11,596-92.6% |