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 | $107,175 | $148,534-27.8% | $135,903-21.1% | $139,434-23.1% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.2pp | 80.3%-63.7pp |
| Annual return | 7.55% | 79.19%-71.6pp | 68.23%-60.7pp | 372.94%-365.4pp |
| Employer contribution / active EE | $1,591 | $5,243-69.6% | $4,856-67.2% | $4,751-66.5% |
| Participant deferral / active EE | $4,170 | $8,100-48.5% | $7,758-46.2% | $6,710-37.9% |
| Admin fee / account holder | $158,556 | $12,400+1178.7% | $10,762+1373.3% | $11,403+1290.5% |