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 | $117,654 | $150,440-21.8% | $136,294-13.7% | $147,584-20.3% |
| Participation rate | 44.4% | 84.4%-40.0pp | 81.9%-37.5pp | 82.8%-38.4pp |
| Annual return | 9.60% | 1049.08%-1039.5pp | 5155.94%-5146.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $1,173 | $5,256-77.7% | $4,695-75.0% | $4,876-75.9% |
| Participant deferral / active EE | $6,468 | $6,630-2.5% | $6,247+3.5% | $5,439+18.9% |
| Admin fee / account holder | $6,231 | $10,905-42.9% | $9,243-32.6% | $10,885-42.8% |