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 | $103,776 | $110,257-5.9% | $96,544+7.5% | $139,434-25.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 3.27% | 26.32%-23.0pp | 25.84%-22.6pp | 372.94%-369.7pp |
| Employer contribution / active EE | $7,572 | $3,620+109.2% | $2,965+155.4% | $4,751+59.4% |
| Participant deferral / active EE | $13,330 | $5,548+140.3% | $4,851+174.8% | $6,710+98.6% |
| Admin fee / account holder | $19,713 | $11,591+70.1% | $8,252+138.9% | $11,403+72.9% |