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 | $137,439 | $157,256-12.6% | $141,162-2.6% | $152,861-10.1% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 14.32% | 64.32%-50.0pp | 71.39%-57.1pp | 345.32%-331.0pp |
| Employer contribution / active EE | $3,025 | $5,261-42.5% | $4,735-36.1% | $4,762-36.5% |
| Participant deferral / active EE | $13,213 | $7,109+85.8% | $6,709+96.9% | $5,850+125.8% |
| Admin fee / account holder | $47,691 | $12,120+293.5% | $10,261+364.8% | $11,596+311.3% |