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 | $193,525 | $179,726+7.7% | $156,263+23.8% | $142,382+35.9% |
| Participation rate | 41.2% | 82.1%-40.9pp | 78.9%-37.7pp | 80.1%-38.9pp |
| Annual return | 8.23% | 77.86%-69.6pp | 59.47%-51.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $2,449 | $5,069-51.7% | $4,333-43.5% | $4,299-43.0% |
| Participant deferral / active EE | $4,134 | $6,956-40.6% | $6,158-32.9% | $6,507-36.5% |
| Admin fee / account holder | $16,632 | $17,272-3.7% | $14,255+16.7% | $12,624+31.8% |