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 | $124,843 | $217,402-42.6% | $185,823-32.8% | $167,490-25.5% |
| Participation rate | 36.4% | 86.0%-49.7pp | 81.7%-45.3pp | 82.1%-45.7pp |
| Annual return | 5.13% | 148.36%-143.2pp | 122.05%-116.9pp | 478.56%-473.4pp |
| Employer contribution / active EE | $5,184 | $5,873-11.7% | $5,167+0.3% | $4,837+7.2% |
| Participant deferral / active EE | $4,358 | $6,356-31.4% | $5,568-21.7% | $6,341-31.3% |
| Admin fee / account holder | $32,240 | $19,811+62.7% | $16,237+98.6% | $12,309+161.9% |