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 | $128,167 | $165,335-22.5% | $149,696-14.4% | $158,922-19.4% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 7.53% | 348.15%-340.6pp | 276.60%-269.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $3,634 | $5,103-28.8% | $4,644-21.8% | $4,761-23.7% |
| Participant deferral / active EE | $4,868 | $7,181-32.2% | $6,842-28.9% | $5,982-18.6% |
| Admin fee / account holder | $334 | $10,807-96.9% | $9,309-96.4% | $11,246-97.0% |