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 | $100,126 | $179,726-44.3% | $156,263-35.9% | $142,382-29.7% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.9%-10.2pp | 80.1%-11.4pp |
| Annual return | 7.23% | 77.86%-70.6pp | 59.47%-52.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,222 | $5,069-75.9% | $4,333-71.8% | $4,299-71.6% |
| Participant deferral / active EE | $6,452 | $6,956-7.2% | $6,158+4.8% | $6,507-0.8% |
| Admin fee / account holder | $54,589 | $17,272+216.1% | $14,255+283.0% | $12,624+332.4% |