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 | $98,811 | $176,056-43.9% | $159,436-38.0% | $167,490-41.0% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 8.90% | 331.75%-322.9pp | 263.57%-254.7pp | 478.56%-469.7pp |
| Employer contribution / active EE | $1,577 | $5,297-70.2% | $4,829-67.4% | $4,837-67.4% |
| Participant deferral / active EE | $4,511 | $7,750-41.8% | $7,352-38.6% | $6,341-28.9% |
| Admin fee / account holder | $7,391 | $12,554-41.1% | $10,799-31.6% | $12,309-40.0% |