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 | $101,613 | $109,327-7.1% | $89,391+13.7% | $158,922-36.1% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 2.81% | 345.68%-342.9pp | 245.62%-242.8pp | 302.83%-300.0pp |
| Employer contribution / active EE | $2,177 | $3,170-31.3% | $2,586-15.8% | $4,761-54.3% |
| Participant deferral / active EE | $8,554 | $4,598+86.0% | $3,890+119.9% | $5,982+43.0% |
| Admin fee / account holder | $2,677 | $6,153-56.5% | $4,881-45.2% | $11,246-76.2% |