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 | $81,920 | $117,841-30.5% | $102,423-20.0% | $145,922-43.9% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 6.82% | 31.65%-24.8pp | 29.32%-22.5pp | 561.29%-554.5pp |
| Employer contribution / active EE | $2,812 | $3,615-22.2% | $3,023-7.0% | $4,660-39.6% |
| Participant deferral / active EE | $14,062 | $5,731+145.4% | $5,053+178.3% | $6,688+110.3% |
| Admin fee / account holder | $189,229 | $13,326+1320.0% | $9,451+1902.3% | $13,397+1312.5% |