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 | $116,953 | $148,534-21.3% | $135,903-13.9% | $139,434-16.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 11.06% | 79.19%-68.1pp | 68.23%-57.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,738 | $5,243-66.9% | $4,856-64.2% | $4,751-63.4% |
| Participant deferral / active EE | $7,095 | $8,100-12.4% | $7,758-8.5% | $6,710+5.7% |
| Admin fee / account holder | $120,711 | $12,400+873.5% | $10,762+1021.6% | $11,403+958.6% |