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 | $175,233 | $165,984+5.6% | $164,813+6.3% | $145,922+20.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 4.32% | 100.03%-95.7pp | 69.93%-65.6pp | 561.29%-557.0pp |
| Employer contribution / active EE | $1,270 | $5,273-75.9% | $4,341-70.7% | $4,660-72.7% |
| Participant deferral / active EE | $5,799 | $6,959-16.7% | $6,031-3.9% | $6,688-13.3% |
| Admin fee / account holder | $4,930 | $16,648-70.4% | $12,690-61.1% | $13,397-63.2% |