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 | $179,858 | $179,726+0.1% | $156,263+15.1% | $142,382+26.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 5.35% | 77.86%-72.5pp | 59.47%-54.1pp | 217.08%-211.7pp |
| Employer contribution / active EE | $1,226 | $5,069-75.8% | $4,333-71.7% | $4,299-71.5% |
| Participant deferral / active EE | $5,456 | $6,956-21.6% | $6,158-11.4% | $6,507-16.2% |
| Admin fee / account holder | $11,898 | $17,272-31.1% | $14,255-16.5% | $12,624-5.8% |