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 | $126,899 | $210,648-39.8% | $177,989-28.7% | $145,922-13.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 5.03% | 385.86%-380.8pp | 294.48%-289.5pp | 561.29%-556.3pp |
| Employer contribution / active EE | $1,467 | $4,565-67.9% | $3,949-62.9% | $4,660-68.5% |
| Participant deferral / active EE | $1,467 | $6,958-78.9% | $6,276-76.6% | $6,688-78.1% |
| Admin fee / account holder | $3,975 | $12,013-66.9% | $10,363-61.6% | $13,397-70.3% |