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 | $142,592 | $111,754+27.6% | $103,333+38.0% | $145,922-2.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 5.73% | 24.77%-19.0pp | 24.88%-19.1pp | 561.29%-555.6pp |
| Employer contribution / active EE | $2,305 | $4,212-45.3% | $3,868-40.4% | $4,660-50.5% |
| Participant deferral / active EE | $3,384 | $5,619-39.8% | $5,057-33.1% | $6,688-49.4% |
| Admin fee / account holder | $25,619 | $9,750+162.8% | $8,355+206.6% | $13,397+91.2% |