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 | $100,835 | $114,381-11.8% | $107,525-6.2% | $142,382-29.2% |
| Participation rate | 46.7% | 78.1%-31.5pp | 75.1%-28.4pp | 80.1%-33.5pp |
| Annual return | 9.77% | 242.71%-232.9pp | 181.32%-171.6pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,473 | $4,015-38.4% | $3,754-34.1% | $4,299-42.5% |
| Participant deferral / active EE | $6,772 | $5,564+21.7% | $5,116+32.4% | $6,507+4.1% |
| Admin fee / account holder | $68,485 | $9,860+594.6% | $8,919+667.9% | $12,624+442.5% |