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 | $148,655 | $127,386+16.7% | $115,037+29.2% | $125,391+18.6% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | -3.90% | 31.28%-35.2pp | 26.14%-30.0pp | 282.22%-286.1pp |
| Employer contribution / active EE | $1,296 | $5,166-74.9% | $4,608-71.9% | $4,866-73.4% |
| Participant deferral / active EE | $7,626 | $6,423+18.7% | $6,026+26.5% | $5,352+42.5% |
| Admin fee / account holder | $6,439 | $9,516-32.3% | $8,175-21.2% | $9,540-32.5% |