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 | $156,214 | $157,256-0.7% | $141,162+10.7% | $152,861+2.2% |
| Participation rate | 30.8% | 84.8%-54.1pp | 82.5%-51.7pp | 82.4%-51.7pp |
| Annual return | 3.88% | 64.32%-60.4pp | 71.39%-67.5pp | 345.32%-341.4pp |
| Employer contribution / active EE | $938 | $5,261-82.2% | $4,735-80.2% | $4,762-80.3% |
| Participant deferral / active EE | $3,265 | $7,109-54.1% | $6,709-51.3% | $5,850-44.2% |
| Admin fee / account holder | $7,462 | $12,120-38.4% | $10,261-27.3% | $11,596-35.7% |