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 | $175,499 | $209,832-16.4% | $189,513-7.4% | $167,490+4.8% |
| Participation rate | 45.5% | 88.7%-43.2pp | 87.8%-42.4pp | 82.1%-36.7pp |
| Annual return | 4.68% | 748.27%-743.6pp | 555.15%-550.5pp | 478.56%-473.9pp |
| Employer contribution / active EE | $1,959 | $6,914-71.7% | $6,162-68.2% | $4,837-59.5% |
| Participant deferral / active EE | $4,005 | $8,935-55.2% | $8,221-51.3% | $6,341-36.8% |
| Admin fee / account holder | $5,515 | $14,293-61.4% | $12,045-54.2% | $12,309-55.2% |