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 | $110,354 | $159,901-31.0% | $146,958-24.9% | $145,922-24.4% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.4pp | 80.3%-15.6pp |
| Annual return | 9.19% | 98.13%-88.9pp | 418.34%-409.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $3,069 | $5,286-41.9% | $4,933-37.8% | $4,660-34.1% |
| Participant deferral / active EE | $6,168 | $8,428-26.8% | $8,070-23.6% | $6,688-7.8% |
| Admin fee / account holder | $17,771 | $15,044+18.1% | $12,998+36.7% | $13,397+32.7% |