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 | $100,259 | $201,272-50.2% | $184,203-45.6% | $145,922-31.3% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.0pp |
| Annual return | 9.54% | 29.00%-19.5pp | 28.81%-19.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,648 | $7,022-76.5% | $6,427-74.4% | $4,660-64.6% |
| Participant deferral / active EE | $3,145 | $9,806-67.9% | $9,131-65.6% | $6,688-53.0% |
| Admin fee / account holder | $606 | $16,364-96.3% | $13,901-95.6% | $13,397-95.5% |