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 7-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 | $136,491 | $148,534-8.1% | $135,903+0.4% | $139,434-2.1% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 8.66% | 79.19%-70.5pp | 68.23%-59.6pp | 372.94%-364.3pp |
| Employer contribution / active EE | $1,940 | $5,243-63.0% | $4,856-60.0% | $4,751-59.2% |
| Participant deferral / active EE | $4,833 | $8,100-40.3% | $7,758-37.7% | $6,710-28.0% |
| Admin fee / account holder | $101,665 | $12,400+719.9% | $10,762+844.7% | $11,403+791.6% |