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 | $102,823 | $111,754-8.0% | $103,333-0.5% | $145,922-29.5% |
| Participation rate | 68.2% | 77.9%-9.8pp | 74.5%-6.3pp | 80.3%-12.1pp |
| Annual return | 0.85% | 24.77%-23.9pp | 24.88%-24.0pp | 561.29%-560.4pp |
| Employer contribution / active EE | $2,030 | $4,212-51.8% | $3,868-47.5% | $4,660-56.4% |
| Participant deferral / active EE | $3,283 | $5,619-41.6% | $5,057-35.1% | $6,688-50.9% |
| Admin fee / account holder | $5,070 | $9,750-48.0% | $8,355-39.3% | $13,397-62.2% |