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 | $183,377 | $217,402-15.7% | $185,823-1.3% | $167,490+9.5% |
| Participation rate | 58.3% | 86.0%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 7.68% | 148.36%-140.7pp | 122.05%-114.4pp | 478.56%-470.9pp |
| Employer contribution / active EE | $4,213 | $5,873-28.3% | $5,167-18.5% | $4,837-12.9% |
| Participant deferral / active EE | $2,793 | $6,356-56.1% | $5,568-49.8% | $6,341-56.0% |
| Admin fee / account holder | $46,730 | $19,811+135.9% | $16,237+187.8% | $12,309+279.6% |