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 | $90,941 | $98,240-7.4% | $82,313+10.5% | $147,584-38.4% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 4.88% | 30.85%-26.0pp | 25.88%-21.0pp | 578.55%-573.7pp |
| Employer contribution / active EE | $777 | $3,192-75.7% | $2,428-68.0% | $4,876-84.1% |
| Participant deferral / active EE | $1,468 | $4,383-66.5% | $3,706-60.4% | $5,439-73.0% |
| Admin fee / account holder | $5,271 | $8,563-38.4% | $5,608-6.0% | $10,885-51.6% |