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 | $98,530 | $105,126-6.3% | $94,646+4.1% | $139,434-29.3% |
| Participation rate | 64.7% | 82.4%-17.6pp | 80.8%-16.1pp | 80.3%-15.6pp |
| Annual return | 6.62% | 38.03%-31.4pp | 156.71%-150.1pp | 372.94%-366.3pp |
| Employer contribution / active EE | $1,869 | $4,106-54.5% | $3,672-49.1% | $4,751-60.7% |
| Participant deferral / active EE | $3,390 | $7,599-55.4% | $7,418-54.3% | $6,710-49.5% |
| Admin fee / account holder | $1,963 | $8,984-78.1% | $7,231-72.9% | $11,403-82.8% |