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 | $80,025 | $111,754-28.4% | $103,333-22.6% | $145,922-45.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.84% | 24.77%-15.9pp | 24.88%-16.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,827 | $4,212-32.9% | $3,868-26.9% | $4,660-39.3% |
| Participant deferral / active EE | $3,488 | $5,619-37.9% | $5,057-31.0% | $6,688-47.8% |
| Admin fee / account holder | $20,606 | $9,750+111.3% | $8,355+146.6% | $13,397+53.8% |