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 5-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 | $148,327 | $88,751+67.1% | $81,812+81.3% | $145,922+1.6% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 5.86% | 1025.40%-1019.5pp | 773.79%-767.9pp | 561.29%-555.4pp |
| Employer contribution / active EE | $2,400 | $3,083-22.2% | $2,912-17.6% | $4,660-48.5% |
| Participant deferral / active EE | $2,400 | $4,643-48.3% | $4,319-44.4% | $6,688-64.1% |
| Admin fee / account holder | $4,001 | $8,415-52.5% | $7,386-45.8% | $13,397-70.1% |