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 | $87,067 | $102,317-14.9% | $146,958-40.8% | $80,856+7.7% |
| Participation rate | 64.8% | 75.8%-11.0pp | 82.2%-17.3pp | 67.6%-2.8pp |
| Annual return | 10.38% | 134.76%-124.4pp | 418.34%-408.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,397 | $3,713-35.4% | $4,933-51.4% | $2,755-13.0% |
| Participant deferral / active EE | $3,931 | $6,644-40.8% | $8,070-51.3% | $4,296-8.5% |
| Admin fee / account holder | $4,361 | $7,941-45.1% | $12,998-66.5% | $6,918-37.0% |