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 | $126,879 | $111,754+13.5% | $103,333+22.8% | $145,922-13.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 3.18% | 24.77%-21.6pp | 24.88%-21.7pp | 561.29%-558.1pp |
| Employer contribution / active EE | $1,960 | $4,212-53.5% | $3,868-49.3% | $4,660-57.9% |
| Participant deferral / active EE | $4,843 | $5,619-13.8% | $5,057-4.2% | $6,688-27.6% |
| Admin fee / account holder | $4,091 | $9,750-58.0% | $8,355-51.0% | $13,397-69.5% |