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 | $108,326 | $109,327-0.9% | $89,391+21.2% | $158,922-31.8% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 2.89% | 345.68%-342.8pp | 245.62%-242.7pp | 302.83%-299.9pp |
| Employer contribution / active EE | $1,093 | $3,170-65.5% | $2,586-57.7% | $4,761-77.0% |
| Participant deferral / active EE | $1,933 | $4,598-58.0% | $3,890-50.3% | $5,982-67.7% |
| Admin fee / account holder | $61,271 | $6,153+895.8% | $4,881+1155.2% | $11,246+444.8% |