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 | $133,529 | $210,648-36.6% | $177,989-25.0% | $145,922-8.5% |
| Participation rate | 64.3% | 80.8%-16.5pp | 77.1%-12.8pp | 80.3%-16.0pp |
| Annual return | 6.57% | 385.86%-379.3pp | 294.48%-287.9pp | 561.29%-554.7pp |
| Employer contribution / active EE | $3,061 | $4,565-32.9% | $3,949-22.5% | $4,660-34.3% |
| Participant deferral / active EE | $5,216 | $6,958-25.0% | $6,276-16.9% | $6,688-22.0% |
| Admin fee / account holder | $4,153 | $12,013-65.4% | $10,363-59.9% | $13,397-69.0% |