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 | $127,651 | $104,907+21.7% | $84,611+50.9% | $152,861-16.5% |
| Participation rate | 37.5% | 74.8%-37.3pp | 68.2%-30.7pp | 82.4%-44.9pp |
| Annual return | 1.50% | 373.79%-372.3pp | 258.74%-257.2pp | 345.32%-343.8pp |
| Employer contribution / active EE | $776 | $3,302-76.5% | $2,652-70.8% | $4,762-83.7% |
| Participant deferral / active EE | $2,478 | $4,688-47.1% | $3,899-36.5% | $5,850-57.6% |
| Admin fee / account holder | $1,690 | $6,241-72.9% | $4,912-65.6% | $11,596-85.4% |