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 | $99,918 | $210,648-52.6% | $177,989-43.9% | $145,922-31.5% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 6.29% | 385.86%-379.6pp | 294.48%-288.2pp | 561.29%-555.0pp |
| Employer contribution / active EE | $903 | $4,565-80.2% | $3,949-77.1% | $4,660-80.6% |
| Participant deferral / active EE | $3,652 | $6,958-47.5% | $6,276-41.8% | $6,688-45.4% |
| Admin fee / account holder | $5,575 | $12,013-53.6% | $10,363-46.2% | $13,397-58.4% |