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 | $134,725 | $165,335-18.5% | $149,696-10.0% | $158,922-15.2% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 7.15% | 348.15%-341.0pp | 276.60%-269.4pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,532 | $5,103-50.4% | $4,644-45.5% | $4,761-46.8% |
| Participant deferral / active EE | $3,029 | $7,181-57.8% | $6,842-55.7% | $5,982-49.4% |
| Admin fee / account holder | $22,954 | $10,807+112.4% | $9,309+146.6% | $11,246+104.1% |