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 | $142,331 | $179,726-20.8% | $156,263-8.9% | $142,3820% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.9%-15.3pp | 80.1%-16.5pp |
| Annual return | 9.44% | 77.86%-68.4pp | 59.47%-50.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,490 | $5,069-70.6% | $4,333-65.6% | $4,299-65.3% |
| Participant deferral / active EE | $2,174 | $6,956-68.8% | $6,158-64.7% | $6,507-66.6% |
| Admin fee / account holder | $21,615 | $17,272+25.1% | $14,255+51.6% | $12,624+71.2% |